Administrative Assistant
Job Description
We are seeking a highly skilled Administrative Assistant to join our team. This role will provide administrative support to our Financial Planners and clients, ensuring the efficient delivery of life, pension, and investment services.
Key Responsibilities
* Prepare new business documentation and manage cases through to policy issuance.
* Process Letters of Authority (LOAs) and Transfer of Agency (TOA) requests accurately.
* Manage client onboarding, including Anti-Money Laundering (AML) verification and preparation of full compliance files.
* Prepare Client Summary Reports, policy summaries, and supporting documentation for advisor and client review.
* Handle fund switches, top-ups, premium changes, cancellations, and other policy servicing requests.
* Administer retirement, death, and serious illness claims through to completion.
* Maintain accurate client and company records using Business Information Systems (BIS), CRM systems, and life company portals.
Requirements
* Proven experience in life, pension, and investment administration within a brokerage, advisory, or provider environment.
* Strong understanding of financial products, compliance frameworks, and regulatory requirements (including AML).
* Minimum APA (Life & Pensions) qualification required, working towards QFA essential.
* Excellent organisational skills with strong attention to detail and accuracy.
Benefits
* Competitive salary commensurate with experience and qualifications.
* Pension Scheme Death in Service cover Annual Leave Ongoing Continuous Professional Development (CPD) and full QFA qualification support.