Job Description:

Job information Novation Administrator (Hybrid) from the Company Attivo Group, this latest Novation Administrator (Hybrid) job vacancy is located in the city Hybrid work in Cheltenham GL located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Novation field have been opened and published up to the specified time.

Job Responsibility:

Novation Administrator

About Attivo:

Attivo are Lifestyle Financial Planners.

We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

As Novation's Administrator, you will ensure the smooth transition of clients through the novation process, facilitating the seamless integration of acquired businesses into our operations. You will be preparing agencies, managing policies, and maintaining databases to achieve effective novation outcomes. By efficiently handling these tasks, you will contribute to the successful integration of new business and the overall effectiveness of our operations. Having great attention to detail and ability to manage multiple aspects of the novation process will be essential in maintaining high standards and ensuring client satisfaction.

About you:

You are a detail-oriented professional with exceptional organisational skills and a strong ability to communicate effectively with providers to obtain and document important requirements in writing. You excel at transmitting these requirements to relevant teams for action and handle sensitive client data with strict confidentiality and compliance.

You are proficient in accurately updating and maintaining client records in Intelliflo, adhering to compliance standards, and utilizing and monitoring Intelliflo tasks and workflows to ensure deadlines are met. You are adept at maintaining and updating spreadsheets related to novation activities, ensuring efficient and compliant novation processes. Your work results in accurate and up-to-date client records, timely completion of tasks, and comprehensive documentation and reporting.

You thrive in a fast-paced and dynamic environment, demonstrating an ownership mentality with a commitment to timely task completion. Your previous experience in a similar role highlights your strong reporting, analytical, and data management skills, and you are familiar with regulatory requirements in the financial services industry, particularly under FCA regulations.

Key Responsibilities include:

• Communicate with providers to obtain and document important requirements in writing.
• Transmit provider requirements to relevant teams for action.
• Handle sensitive client data with strict confidentiality and compliance.
• Prepare and send Letters of Authority (LOAs) and Change of Agency (COAs) to providers.
• Ensure timely submission and processing of documentation to providers.
• Accurately update and maintain client records in Intelliflo, adhering to compliance standards.
• Utilise and monitor Intelliflo tasks and workflows to ensure deadlines are met.
• Maintain and update spreadsheets related to novation activities.
• Efficient and compliant novation processes.
• Accurate and up-to-date client records in Intelliflo.
• Timely completion of tasks and adherence to workflows.
• Comprehensive documentation and reporting.

Essential skills and experience

• Proficiency in Intelliflo with a strong understanding of its functionalities.
• Knowledge of providers, platforms, and agencies within the financial services sector.
• Advanced skills in Microsoft Office Suite (Teams, Project, Excel, Word, PowerPoint).
• Exceptional organisational skills with strong communication abilities.
• Ability to thrive in a fast-paced and dynamic environment.
• Ownership mentality with a commitment to timely task completion.
• Previous experience in a similar role, demonstrating strong reporting, analytical, and data management skills.

Desirable skills and experience

• Additional certifications or qualifications related to financial services or data management.

Salary and benefits

up to £35,000 depending on experience

Attivo also offers:

• Non-contributory Pension Scheme

• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness
• Death in Service
• Parking allowance
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy Please visit our website to view our full privacy policy for prospective employees.

Keywords : Cheltenham jobs

Closed Date : 2024-12-11