Processing of new adviser applications
Assisting the Agencies Co-ordinator with creation of new agencies with financial product providers
Coordinating with product providers and Sandringham Directors to complete new terms of business
Collating and tracking new agency requests
Creation of necessary system logins to allow new adviser to carry out new business
Assisting the Transfer Co-Ordinator to transfer client data and client fees to Sandringham
Creation of client transfer paperwork using mail merge functionality
Collating, scanning and processing returned client paperwork
Sending client paperwork to product providers and tracking and following up unprocessed items
Keeping all communication saved and tracked
Regularly updating new advisers on progress
Other ad hoc duties that arise on a week-by-week basis

A quick learner with a proven record of taking onboard new processes and detailed information
An excellent communicator displaying confidence over the telephone and through email correspondence
Experience in administration and a busy office environment.
A diligent approach to work and an eye for detail
Experience in Financial Services (preferable but not essential)
Ability to work in a team and alone to meet the required goals
Confident in using your own initiative as well as work from the instruction of others
The ability to be flexible in responding to the needs of the business.
Proficient in IT
Knowledge of Microsoft Office products, especially Word and Excel
Proactive, honest and self-disciplined with the ability to plan and prioritise their own workload.

As a savings and Investments firm we are proud to offer a valuable pension scheme of 18% , with 13% made up of Employer Contributions and 5% Employee Contributions .
We also offer Share Save and our Share Incentive Plan , together with access to financial wellbeing and support services
to help give you real confidence to put your money to work.
Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.
Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave
as supporting families is a core aspect of our inclusive culture.
Health & Protection cover including Private Healthcare , Critical Illness cover and Life Assurance for you, with family options
for peace of mind.

Operations Executive

Key skills