Job Title:
Life Insurance and Pension Administrator ----------------------------------- ,
The role of a Life Insurance and Pension Administrator is a critical position within our organization. As an experienced professional, you will provide high-quality administrative support to senior wealth advisors, ensuring the timely and accurate processing of new business applications for pensions, investments, and life assurance.
----------------------------------- ,
Key Responsibilities:
>, • Provide exceptional administrative support to Wealth Advisors
> • Manage the end-to-end processing of new business applications for pensions, investments, and life assurance
> • Deal directly with major life companies to ensure timely policy processing
>
,
You will also be responsible for administering policy reviews, assisting with tax-related queries,liaisingwith clients by phone or email regarding application progress. Additionally,you will prepare client meeting documentation,support consultants before meetings, and maintain detailed records.
,
Skill Set Required:
>, - A minimum 3-5 years' experience in regulated financial services environment.
> - Previous experience working in broker office is essential.
> - Hands-on knowledge dealing all major life companies;
* - Strong understanding relationships between insurance products,pension schemes& investment portfolios.,
,
In this dynamic role,you must have excellent organizational skills,strong attention detail strong interpersonal communication skills. ,High standard customer service ,proactive approach problem-solving should be second nature You are proficient MS Office Word Excel PowerPoint The ideal candidate possess proven ability manage workload independently prioritize effectively while juggling multiple tasks at any one time