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Office Angels Jobs


Posted by: Office Angels
View all jobs from Office Angels
Address: Angel House
12 Cheapside
Nottingham
NG1 2HU
Contact Details: 0115 948 4500
Date Posted 16th Jul 2008
Reference Code: CC/P144499
View Since Posting: 0
Salary: £17000-£19000 per annum
Vacancy Location: Nottingham
NG7
Full Description:
My client in NG7 are recruiting for a Branch Co-Ordinator to join their team.

The purpose of the role is to support the Sales Manager and sales team to meet sales targets and ensure branch operates in a fully compliant manner

KEY ACCOUNTABILITIES

* Work with Sales Manager and Branch Secretary to ensure overall governance compliance, support Zurich policies and procedures
* Act as point of contact for any issues or queries relating to the day to day operation of the branch and ensure resolved effectively
* Collate MI as per Manager’s requirements using a variety of in-house methods: Brio, Touchstone, League Tables, Diagnostics/ZAPs etc
* Regularly analyse relevant data and produce reports (e.g. quotes, apps, written and estimated consultant business levels.
* Check panel listings on a regular basis, liaise with business support team to update and correct information
* Ensure all branch based correspondence (including mailshots) is compliant
* Produce and deliver accurate and timely management information as required to support branch objectives
* Provide effective support to Internal Consultant colleagues as appropriate e.g. mailshots, literature
* Maintain effective records / up to date filing system.
* Undertake general admin, events and seminar organisation on behalf of team to support their relationship with IFAs.
* Undertake general housekeeping duties to ensure smooth running of the branch
* Cover for secretary to ensure smooth running of the office

The Successful candidate will have the following:-

QUALIFICATIONS/EXPERIENCE

* Good educational standard
* An understanding of the IFA market place and/or financial services is desirable but not essential.
* Previous experience in supporting business operations with a fast moving environment is desirable

KNOWLEDGE:

* Good company and group knowledge
* Basic product knowledge
* Excellent knowledge of PC packages including Office (esp. Excel and Word), Lotus Notes
* To have a good knowledge of Mathematics and English

SKILLS AND COMPETENCIES

* Efficient and well organised in approach to work
* Plans own time, able to prioritise
* Builds good relationships with colleagues
* Good team worker
* Takes initiative in solving local problems
* Pro-active
* Drives best practice

This role is temp-perm and is paying between 17-19k p/annum.