Job Title: Financial Services Administrator
We are seeking a highly skilled and organized Financial Services Administrator to join our team. The successful candidate will be responsible for managing the end-to-end process for pension and protection applications, liaising directly with life companies, custodians, and high-net-worth clients.
Key Responsibilities:
* Prepare and submit applications for life cover, income protection, pensions, and investment structures.
* Liaise with life companies, product providers, and self-administered pension trustees.
* Manage the client onboarding process, including compliance and pipeline tracking.
* Maintain and update client records and workflows in the CRM system.
* Coordinate document signing, policy issuance, and compliance documentation.
* Support senior advisors with preparation for client meetings and reviews.
* Monitor policy pipelines and follow up with providers to ensure timely processing.
* Assist with internal reporting, invoicing, and general administration.
* Handle client queries in a professional and timely manner, maintaining a high standard of confidentiality and service.
Requirements:
* QFA Qualification is an essential requirement.
* Minimum 2-3 years experience in a financial services admin/support role is required.
* Brokerage experience is highly desirable.
* Strong knowledge of pension and protection products; experience with self-directed pensions is an advantage.
* High level of accuracy, organization, and attention to detail is required.
* Strong interpersonal and communication skills, both written and verbal, are necessary.
* Proficiency in Microsoft Office (Word, Excel, Outlook) is required; experience with CRM systems is a plus.
* Ability to manage multiple deadlines and prioritize tasks in a fast-moving environment is essential.
* A client-first mindset with a commitment to discretion and professionalism is required.
* Skills: QFA, Pension, Life and Pensions Administration.