A fantastic opportunity for a detail-oriented individual to work closely with financial advisors as a Life & Pensions Administrator, ensuring the smooth processing of client business.
Based 10 minutes outside the city, this opportunity offers someone looking to progress in their career, with 3 days office/2 days at home and onsite parking.
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
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
Please apply below for further details.