Senior Customer Services Administrator, New Business

Our client is seeking a Senior Customer Services Administrator to join their New Business team on a permanent basis. This role is ideal for an experienced administrator with a strong understanding of customer due diligence, new business acceptance, and regulatory requirements. The successful candidate will be responsible for reviewing new business applications, ensuring compliance with Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) controls, and liaising with financial advisers and customers to gather outstanding information. Attention to detail and adherence to regulatory standards are key aspects of this role. Click here to read more.

Job Duties

• Review new business applications to ensure they meet quality standards and comply with AML and CTF controls.
• Ensure that all new business applications are accepted and processed in line with internal guidelines and procedures.
• Contact financial advisers and customers to request and obtain any outstanding information required to complete new business applications.

Job Requirements

• A minimum of 4 years’ experience in life assurance, ideally within new business.
• Strong understanding of the Isle of Man Financial Services Authority’s (FSA’s) Guidance Notes on Anti-Money Laundering and Preventing the Financing of Terrorism.
• Good communication and organisational skills.
• Excellent attention to detail.

What You’ll Love:

This role offers the opportunity to work in a vital position within a reputable organisation, where your expertise in new business administration and regulatory compliance will be highly valued. You will be joining a team committed to maintaining the highest standards of customer service and regulatory adherence. We look forward to receiving your application and discussing how you can contribute to the team.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here