Key Responsibilities * 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. * Friendly, professional working environment with a client-focused culture. Skills: Administration Customer Focused Product knowledge Organised Team Player