Job Description

Role Description

• Supporting advisers day to day in the office

• Administration tasks for all new business applications

• Sending applications to providers

• Handling adviser queries (telephone and email)

• Adding clients to back-office systems and Cloud drive

• Checking and processing new client business applications

• Uploading client documents on the back-office systems

• Updating and managing the CRM system

• Processing suitable certifier applications for advisers and submitting them to providers.

• Overseeing new business pipeline

• Communication missing information for applications to advisers

• Dispatching original client documents to providers

• Preparing client policy documents

• Client services – assisting advisers, and clients with any ongoing requirements.

• Anything that may be required.

How to Apply

Interested candidates are kindly requested to send their CV to the HR Manager at jason.maxwell@holbornassets.com.

Soft Skills

Technical Skills

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Holborn Assets