PB Servicing Administrator

Job Description

Duties include:
Complete all tasks in line with group values, service standards, procedures, compliance guidelines, industry regulations and within cost and efficiency parameters
Liaise with relevant parties via telephone, letter or email and provide information as requested internally and externally
Ensure that opportunities for process and service improvements are raised with the Team Technician and/or Team Leader
Escalate system issues and defects in the appropriate manner
Support any business projects and initiatives as required
Covering responsibilities in the absence of your colleagues
Portfolio Bond and Unit Linked Servicing and New Business administration
Portfolio Bond Payments
Setting up new Adviser Terms of Business
Noting changes to Adviser records
Payment of commission and fees
Administration of Adviser changes and appointment of Fund Advisers
Administration of commission and Adviser related queries, including updates and general enquiries from Advisers

Skills and experience required:
5 GCSE’s Grade C or above including Maths and English and/or NVQ Level 1 or equivalent
Good computer skills and experience using Microsoft Office applications

Desirable:
Experience within a similar role within the Financial Services Industry and with good Anti-Money Laundering knowledge/experience
Life Administration systems such as AS400