New Business Administrator

5 days ago

Bristol, United Kingdom Mercer Full time

We are recruiting a New Business Administrator to join our Bristol Private Wealth Team. This part of the business is responsible for advising clients on all aspects of their wealth, including investment, retirement planning and tax planning.

**What can you expect?**
- Processing New Business for your allocated consultants, or others where needed, to an extremely high standard.
- Provide quality administration support to clients with regard to the transactional elements of their portfolio in line with the Mercer code of professional conduct, The Greater Good.
- Assistance in the retention and development of existing clients and provide support to the team.

**What will you be rewarded with?**
- We offer competitive salaries and comprehensive benefits
- 25 Days Annual Leave, with the option to buy or sell up to 5 days per year
- Excellent defined contribution pension scheme with up to 12% employer contribution (based on a 4% employee contribution)
- Private Medical Insurance

**We will count on you to**:

- Submit New Business across a wide range of providers and platforms, with various product types such as pensions, investments, IHT planning etc.
- Liaison with insurers/ providers to ensure delivery of information/implementation of our recommendations in appropriate timescales.
- Monitor insurers/ providers performance on behalf of clients and challenge insurer/ provider at higher level to resolve any issues.
- Accurate completion and maintenance of the client database.
- Provide a service compliant with Mercer procedures and Code of Professional Conduct.

**What you need to have**:

- Strong administration experience ideally within a Financial Services environment as well as:

- Excellent written and oral communication skills
- Excellent IT experience in order to work with the necessary IT systems in place
- Ability to work on own and as part of a team
- Excellent planning and organisation skills and ability to work to deadlines
- Accuracy and attention to detail are essential
- Proven ability to prioritise own workloads

**What makes you stand out**:

- Experience of working in a new business environment
- Experience of using IO (intelligent office) system

**About us**:

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