Junior Business Support

The Role:

As a Junior Business Support, you will play a critical role in bridging the gap between our financial advisers, product partners, and clients. You will ensure that daily operations run flawlessly, from managing initial quotes to closing deals and tracking renewals. Your proactive support will directly impact the success of our financial advisory team.

Key Responsibilities:

Operational Backbone: Monitor incoming communications and promptly execute daily instructions. This includes generating accurate quotations, processing approved quotes, and conducting diligent payment follow-ups.

System Management: Navigate and access our product partners portal systems on a daily basis, familiarizing yourself across different portals and ensuring tasks are executed accurately and efficiently.

Adviser & Partner Collaboration: Work closely with internal financial advisers and external business partners. You will be the go-to resource, providing the essential administrative and operational support needed to help advisers confidently close deals.

Client Retention Support: Take ownership of the monthly retrieval and organization of business renewal notices, equipping our financial advisers with the timely information they need for proactive client outreach.

Process Innovation: Actively identify operational bottlenecks and champion the implementation of new processes to continuously elevate our team's efficiency and accuracy.