WREN STERLING EBT  Salary

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13-19 DERBY ROAD NOTTINGHAM NG1 5AA UNITED KINGDOM
TIN: 13724045
 Consulting services
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WREN STERLING EBT
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WREN STERLING EBT is looking for employees for positions:

financial services administrator

  • financial services administrator

Working hours

  • full-time | Permanent

Language

  • english

Responsibility

  • managing diary and workflow on a daily basis and ensuring all relevant deadlines are met
  • updating our back office system with any relevant details
  • liaising with clients to schedule in their annual review
  • liaising with product providers to obtain any outstanding information and obtaining illustrations
  • checking client files using checklists to ensure regulatory compliance
  • checking applications etc. for completeness, forwarding them to providers for processing
  • helping other members of the team as required
  • product research and analysis