HIT Processor

  • Location
    Belfast, Antrim
  • Salary
  • Category
    Accountancy & Finance - AAT
  • Job type
    Temporary contract
  • Industry
    Office and Secretarial
  • External Reference

The Role

We have an exciting opportunity to join the Investment Team on a Temporary Basis.

As a Investment Team Processor you will provide agreed levels of customer service and administrative support to our Introducers, Partners, Destination Retirement Co-ordinators and Customers.

You will play a pro-active part in processing policy servicing activities accurately and efficiently, ensuring customers remain committed to completing their retirement journey through our service and receive the right outcome.

You will

  • Contribute to team delivery of operational sales utilisation plan - by personally achieving individual qualitative and quantitative KPIs.

  • Ensure all customer Service Level Agreements for policy servicing activities are met and customer's expectations are managed timely and effectively.

  • Take ownership of specific customer/partner/provider issues or queries to ensure a timely and appropriate resolution.

  • Create, record and update all customer data promptly ensuring it remains accurate and compliant.

  • Treat internal and external customers fairly.

  • Establish and maintain effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemes.

  • Communicate risks and consequences to customers (verbally and in writing).

  • Chase all parties to ensure timely transactions, answering any customer and partner queries.

  • Key customer information accurately when paying Pension Commencement Lump Sums and investing funds.

You are

  • Educated to GCSE level (or equivalent) and have 5 passes at Grade C or above - including Maths & English.

  • Results orientated and able to work under pressure to achieve objectives within agreed timescales, without compromising the quality of service provided.

  • Extremely organised, with the ability to make intelligent decisions when faced with competing priorities and fluctuating workloads.

  • Flexible, with the ability to collaborate and work as part of a team in a fast moving environment.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser https://www.adecco.co.uk/candidate-privacy

Please apply with your CV to: Sonya Flannigan