Administrator - UAE

؜ - ؜الإمارات ؜ -
موقع المُعلن

تفاصيل الوظيفة

Key Duties:


  • Assisting with processing applications for pensions, regular and lump sum savings

  • Maintaining and chasing the New Business Pipeline to ensure swift activation of policies - involves chasing providers, clients and advisers for relevant updates

  • Liaising with Providers, Trustees and Pension Schemes

  • Administrating policy amendments such as Portfolio Valuations, Withdrawal requests, Deed of assignments, Letters of Authority and Transfer of Agencies

  • Liaising with Clients and Advisers by email, letter or telephone

  • Updating and maintaining our in-house and back-office systems

  • Managing and handling incoming correspondence including provider documentation and email notices


Desired Skills and Experience:


  • Good IT Skills - an intermediate understanding of Microsoft Office

  • Excellent Communication Skills - friendly and confident both verbally and written

  • The ability to work alone, under pressure using your own initiative or working as part of a team

  • A good problem solver with the ability to negotiate and encourage at a benefit to the company

  • Highly organized - manage workload, motivated and able to take on responsibility for your role

  • A desire to pursue a career in the Financial Services Industry in the future if not already and work towards a Financial Diploma or Degree with CII or CISI
    Skybound also have a policy of sponsoring all staff through relevant
    qualifications and promoting from within. The Financial Planning Administrator
    role is designed to progress the successful candidate into a Senior Financial
    Planning Administrator or a Paraplanner if that is a path you wish to choose.

بلغ عن إساءة

ملخص الوظيفة

  • المُعلن : -
  • تاريخ الإعلان : 07/12/2023
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • الراتب : -
  • الهاتف : -

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