Job Title: Life & Pensions Administrator
This is a fantastic opportunity for a detail-oriented individual to work closely with financial advisors in a dynamic and rewarding role.
The successful candidate will be based 10 minutes outside the city, enjoying a comfortable commute and flexible working arrangement of 3 days in the office and 2 days from home.
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
* E nsure all files are compliant with company procedures
* Build and maintain strong client relationships
* Process ad hoc client requests and manage daily correspondence
Requirements:
* 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 APA essential
Skillset: Life and Pensions Insurance Client FACING