Quality Assurance Administrator - Weybridge

We have an exciting new role for a Quality Assurance Administrator to join our clients office based in Weybridge. You will help conduct compliance checks and process all new business in accordance with company procedures. You will also provide high quality administration and support service to HNW clients and Senior Partners of the business.

Job summary and Responsibilities:

-   To provide a friendly and efficient service to all Partners and Client Experience Executives
-   To assist with the maintenance of the company’s office record-keeping systems (both electronic and manual).
-   Compliance check and process all new business in accordance with company procedures and within agreed timescales.
-   Respond to Clients (CEE) queries on the new business, with regards to the Provider correspondence, to ensure compliant and correct
-   Maintain central spreadsheets to assist with the provision of Management Information when required.
-   To work with the Senior Quality Assurance Executive with the post submission checks of business for Partnership Business Units, providing relevant feedback where required.
-   To ensure that data entered onto our database is accurate and complete.
-   To provide admin/MI Reporting assistance to the Quality Assurance Manager & the Senior Quality Assurance Executive as required.
-   Undertake any other duties commensurate with your grade, skills and experience.
-   To participate in appropriate company and departmental training, competence and development initiatives.
-   To continuously meet the Regulator’s Fit & Proper requirements.

Key skills and personal attributes:

-   A positive, friendly service orientated team player with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice. 
-   Ability to stay focused and calm under pressure and able to manage own workload.
-   Smart in appearance and an articulate communicator.
-   Honesty, integrity and ability to maintain confidentiality are key attributes.
-   Ability to build an excellent rapport with clients within FD
-   Able to build and maintain strong working relationships across the business.
-   Strong numeracy skills
-   Team player
-   Ability to use initiative to deal with queries from internal clients
-   Accuracy, attention to detail and high standards of work.

If you are interested in this position, then please submit a copy of your CV to sam@artemisrecruitment.co.uk 

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