Job Description:
A career-defining opportunity awaits an organized and detail-oriented individual in a Life and Pensions Administration role. This position involves working closely with financial advisors to ensure the seamless processing of client business.
Main 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