Overview
The 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.
Responsibilities
* Process 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 database
* Work 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, withdrawals
* Managing daily post and client correspondence
* Prepare and maintain client files
* Fielding telephone calls
Requirements
* Customer orientation
* Display 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 prioritisation
* Prioritises customer needs above all else. Manages own time effectively and able to manage the expectations of other stakeholders regarding delivery timescales.
Education and/or Experience
* QFA
* Relevant experience in a similar role (life and pension experience)
* Dedicated team player, who demonstrates initiative, proactiveness and independence
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance, Administrative, and Customer Service
Industries
* Financial Services, Banking, and Insurance
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