As a Financial Administrator, you will be responsible for managing new business applications and reviews across Pensions, Investments, and Life Assurance.
You will provide administrative support to internal Financial Services Consultants and build strong relationships with clients through excellent customer service over the phone and via email.
Your tasks will include producing accurate reports, adhering to regulatory requirements, and supporting on other ad hoc projects.
Key Responsibilities
* Managing new business applications and reviews across Pensions, Investments, and Life Assurance.
* Providing administrative support to internal Financial Services Consultants.
* Building strong relationships with clients and delivering exceptional customer service over the phone and via email.
* Producing accurate reports, adhering to regulatory requirements, and supporting on other ad hoc projects.
Requirements for this Role
To succeed in this role, you will need:
* A QFA qualification or currently pursuing (study support provided).
* Relevant experience in a similar Life/Pensions administrative role.
* Proficient in Excel combined with a keen attention to detail and ability to multitask/prioritise tasks.
* A professional and positive attitude with a commitment to delivering exceptional customer service.