OverviewThe main responsibility of a Private Client Life & Pensions Administrator is to work closely with the consultants and administration team to coordinate the daily processing of life & pension new business & existing business.ResponsibilitiesProcess pension, investment & protection business that is submitted by their consultants such as inputting online, chasing pipeline, and issuing policy documents.Set up client/policy records on client databaseWork with the consultants to draw up and issue compliance documents to clients -recommendations, statement of suitability, market research reports, risk profiling etc.Ensure files are compliant in line with company’s processes and procedures.Establish & build strong relationships with their clients.Processing ad hoc requests from customers, e.g., address changes, encashments, withdrawalsManaging daily post and client correspondencePrepare and maintain client filesFielding telephone callsRequirementsCustomer orientationDisplay a positive attitude and behaviours, demonstrating an awareness and willingness to respond to customers to exceed their needs, requirements and expectations. A passion for delivering customer service excellence, going over and above.Able to express yourself clearly and positively, both verbally and in written communication.Excellent listening skills, always checks administrative work.Excellent organiser – including time management and prioritisationPrioritises customer needs above all else. Manages own time effectively and able to manage the expectations of other stakeholders regarding delivery timescales.Education and/or ExperienceQFARelevant experience in a similar role (life and pension experience)Dedicated team player, who demonstrates initiative, proactiveness and independenceSeniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance, Administrative, and Customer ServiceIndustriesFinancial Services, Banking, and Insurance
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