Data and Reporting Administrator

Job Description

Ref:230Role: Data and Reporting Administrator Salary: £19,000 to £21,000 DOE per annumLocation: Barnsley (Office Based)Working days: Monday to Friday 9:00am - 5:00pmBenefits:

• Performance-based annual discretionary employee bonus of up to £1,500
• Annual product accreditation scheme with discretionary bonus award of £500 (Test-based)
• 22 days holiday (rising to 27 days after two years and 28 days after ten years) plus statutory bank holidays
• Discretionary Christmas bonus and 3 days for Christmas closure
• Free on-site parking
• Westfield Health cash plan and cycle to work scheme after qualifying period
• Company pension - Sheffield Mutual contributes 6% of salary (after three months)
• Dress down Fridays
• Employee discounts
• Annual social and events calendar
• Free tea and coffee
• One charity day to volunteer with the employees chosen charity of the year

PURPOSE OF THE ROLEProvide support to enable the Business Development Team to build and maintain strong, positive relationships with intermediaries, members and potential members by maintaining exceptional service standards for our members, potential members and supportingintermediaries.Collate information and create ad-hoc, monthly, quarterly, half yearly and annual new business, marketing, intermediary and other various reports, ensuring to deliver effective MI to support decision making by management, senior executives and other keystakeholders.To assist the Business Development Team Manager, Chief Commercial Officer, Chief Operating Officer or Chief Executive Officer with projects as required.DUTIES AND RESPONSIBILITIESTo maintain comprehensive and accurate records of client and intermediary development activity.To assist the Business Development Team Manager and Chief Commercial Officer with other business development / marketing activities as appropriate to gain experience.To process commissions timely and accurately.To assist the Chief Commercial Officer with various research projects.Attain product accreditation.To attend and assist with the planning of promotional/sponsorship events.Working with the CCO & wider team, provide support with competitor analysis.To prepare relevant and timely reports from the Societys computer systems as required by the Business Development Team Manager and Chief Commercial Officer by maintaining appropriate data.With the assistance of the Business Development Team Manager and CCO, review the current reporting process and suggest ideas streamlining and enhancements.Continuously and proactively seek to enhance, streamline and automate processes where possibleTo provide support for intermediary liaison.Completion and maintenance of third-party information provider data such as Synaptics, Money Management and Moneyfacts.To oversee the maintenance of intermediary records on Navision.To provide accurate and timely quotations, literature, information to members, financial advisers and introducers.To liaise with colleagues and intermediaries to ensure that the Society is providing the necessary levels of service and support.To maintain brochure and literature stocks, re-stocking packs / drawers and liaising with the Business Development Team Manager the Marketing & Communications team regarding re-print requirements.To create and maintain various manual and procedure notes.Provide assistance with proof reading and product & service testing as required.To take and distribute meeting minutes as required.To provide support to the Ambassador to Members as required.To assist with the preparation of sales aids and presentation material.To assist with the preparation of regular intermediary emails.To assist with the annual and quarterly member newsletters.To assist with the planning and management of internal and external events.To deputise for colleagues in their absence.PRINCIPAL ACCOUNTABILITIESMaintain accurate and up to date computer records for members, policies and intermediaries.Efficient and courteous dealings with all customer / client and intermediary enquiries.To ensure that all members are treated fairly and to report any TCF issues immediately to the Chief Operating Officer.To maintain the confidentiality of member policies and all dealings of the Society.To undertake on-the-job and/or external training as required by the Business Development Team Manager / Chief Commercial Officer / Chief Operating Officer.To represent the Society in a professional and business-like manner at all times.Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.Glu Recruit LTD ensure that all qualified applicants are considered for employment in the role that they have applied for, and any other suitable opportunity that we advertise without regard to age, belief, colour, ethnic/national origin, gender identity,race, religion, sex, sexual orientation or based on disability. If you require any additional support to apply for this role, or any other role that we advertise please contact us directly for assistance.