Future Proof Administrator

Future Proof is a multi-award winning protection specialist. We provide expert advice to clients who are looking to arrange life insurance, critical illness insurance, or income protection insurance on either a personal or business level.

Due to the acquisition of Future Proof Ltd by St. James’s Place Wealth Management Plc, the UK’s largest financial services advisory firm, we are planning an exciting and sustained period of growth, which will offer many great career opportunities!

The purpose of this role is to provide support to the advisers in Future Proof and ensure compliance is adhered to.

Responsibilities include:

For the Administration part of the role:

  • To assist advisers and clients with their applications
  • To maintain accurate computer records and to follow the company’s compliance process at all times
  • Write suitability letters
  • Send off medical report requests and chase GP surgeries for medical information
  • Helping to progress clients’ applications by liaising with insurance companies, GP surgeries, consultants and companies who arrange medicals for clients. Then updating the client of progress
  • Entering data onto the CRM computer system
  • Updating information and creating tasks as required on the CRM system
  • Liaising with advisers and customer service as required
  • Sending out Trust forms, assisting clients with completing them, checking trust forms are correct when returned and if not liaising with the client correct errors
  • Sending Trust forms to insurers and documenting the process on the CRM system
  • Collecting post, sorting through each day and completing any associated tasks from there
  • Any other duties that may be required

Experience required:

  • Previous experience in a similar role within Financial services
  • Excellent communication, interpersonal and listening skills
  • Outstanding attention to detail, enthusiastic, proactive
  • Able to multi-task
  • Confident at prioritising and working to deadlines
  • Strong IT skills
  • Polite, helpful and a team player
  • Ability to work in a compliant manner as detailed in the firms’ Compliance Manual

Benefits

  • 28 days holiday per year
  • Annual profit-related company bonus
  • 4 x death in service
  • Company pension scheme
  • Career development – the company will pay for financial services training and exams
  • Access to hundreds of free or discounted things like holidays, hotels, food and drink, activities, gyms, clothes, tech and more via Perkbox

Starting salary £21,614

This is a permanent role, working hours are 9am – 5pm Monday to Friday

Why not call us now for expert advice?

Call 0800 644 4468Mobiles call01737 336 990