Our clients Life & Pension Business is continuing to grow and to ensure they continue providing clients the absolute best in service, they require a QFA qualified Life & Pensions Administrator.
Your new role:
- Maintain and update Client records with accuracy.
- Provide a high standard of administrative support to our Pensions Consultants.
- Prepare client meeting documentation to support Consultants.
- Manage the processing of new business applications in Pensions and deal directly with the life companies to ensure these are processed in an accurate and timely manner. Communicate with clients over phone and email keeping them updated on the progress of their applications.
- Handle general administrative duties, including scheduling appointments, managing correspondence, and filing.
Your experience to date:
- QFA Qualification
- Previous experience in an administrative role within the financial services industry particularly in life and pensions is essential.
- Strong organisational and multitasking skills.
- Excellent communication skills, both written and verbal.
- Attention to detail and a high level of accuracy.
Contact Maria in FRS Recruitment for more info