Job Detail: web id: 931, Job Ref: P009510

3rd Party Client Reporting Admin

Type: Permanent

Hours: Full Time

Salary: n/a

This position is primarily responsible for the reconciliation and production of quarterly valuations for all Discretionary Managed policies.

The main duties are:-

  • Liaising with Discretionary Managers to obtain the valuation information.
  • Following set procedures and reconciling the Discretionary Manager statements against our information.
  • Processing/uploading the information to our systems, producing a valuation and invoice.
  • Dealing with queries and requests from Discretionary Managers
  • Plus any other duties, as required.
  • The successful candidate will have:-
  • A minimum of 18 months' office experience, ideally within Life Assurance and some investment knowledge would be an advantage, but not essential
  • A minimum of 5 GCSE's at grade C or above, including Maths and English and ideally be educated to A level
  • Be figure orientated and accurate
  • Proven Customer Service background
  • Good keyboard skills, including knowledge of Microsoft Office and in particular Excel.
  • Good problem solving skills
  • Good team player with a strong communication skills and also the ability to work on their own initiative
  • Ability to plan & organise work to meet deadlines.
  • A willingness' to learn and develop and work towards relevant insurance qualifications



Job Sector / Roles

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Desirable Qualifications

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Interested? Contact Us!

Phone: (01624) 620297


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