Job Description:
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As a pivotal member of our team, you will play a key role in the life and pensions industry by overseeing the end-to-end processing of new business applications.
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* Skillfully manage client pipelines, collaborating with sales teams and clients to promptly resolve issues.
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* Deliver exceptional client support for queries and adjustments related to pensions, protection, and savings.
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* Maintain high service standards and foster referrals to enhance client experience.
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* Stay abreast of market trends and provider updates to provide informed assistance to clients.
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* E nsure seamless compliance with Central Bank regulations and internal policies.
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* Support client engagement initiatives and administer policies as required.
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Requirements:
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* A qualified Financial Adviser (QFA) certification is mandatory.
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* Previous experience in a life and pensions administration role is essential.
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* Proficiency in Microsoft Office Suite and strong interpersonal skills are necessary.
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Skills:
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Policy Administration, Compliance