Key ResponsibilitiesFind out more about this role by reading the information below, then apply to be considered.
* Support the processing of new business applications for pensions, protection, and investment products.
* Prepare and issue client documentation, quotations, and reports for review by senior colleagues.
* Liaise with life companies to follow up on applications, outstanding requirements, and policy updates.
* Maintain and update client files accurately within company systems.
* Assist with client queries over phone and email, ensuring a professional and timely response.
* Provide administrative support to advisors and senior team members as required.
* Ensure all activity complies with internal procedures, regulatory standards, and data protection guidelines.Skills & Experience Required
* Minimum 1-2 year's experience in an administrative role (preferably in financial services or insurance).
* Excellent attention to detail and strong organisational skills.
* Good communication and interpersonal abilities.
* Proficient in Microsoft Office (Word, Excel, Outlook).
* Ability to manage multiple tasks and meet deadlines.
* Positive, proactive attitude with a willingness to learn and grow Qualifications
* desirable, or a willingness to study toward same (training and support provided).What's on Offer
* Competitive salary and benefits package.
* Full support for professional studies (APA / QFA).
* On-the-job training and mentoring from an experienced team.
* Opportunity to progress into senior administrative or advisory roles.
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* Friendly, professional working environment with a client-focused culture.