**Job Title:** Financial Services Specialist
Salary: Competitive salary and benefits package, details not provided.
Job Description:
We are seeking a detail-oriented individual to work closely with financial advisors as a Financial Services Specialist. In this role, you will be responsible for ensuring the smooth processing of client business.
The ideal candidate will have excellent organisational, time management, and prioritisation abilities, as well as strong verbal and written communication skills.
Key Responsibilities:
* Process new business and existing business for pensions, investments, and protection
* Manage online submissions, chase pipeline, and issue policy documents
* Set up and maintain client/policy records on the database
* Assist advisors with the preparation and issuance of compliance documents
* Ensure all files are compliant with company procedures
* Build and maintain strong client relationships
* Process ad hoc client requests and manage daily correspondence
Required Skills and Qualifications:
* Customer-orientated with a positive and helpful attitude
* Strong verbal and written communication skills
* Excellent organisational, time management, and prioritisation abilities
* Ability to work quickly and efficiently while maintaining accuracy
* Relevant experience in a similar life and pensions administration role is desirable
* Good PC skills, including Microsoft Office
Benefits:
This opportunity offers someone looking to progress in their career, with a flexible working arrangement that includes 3 days office/2 days at home and onsite parking.
Others:
Please note that this job description has been rewritten to remove any references to a specific company or location.