Job Summary:
* As a pensions administrator, you will work closely with senior consultants to ensure the highest standard of advice is provided to clients.
* Previous experience in an administrative role within the financial services industry, particularly in pensions, is essential.
* You will be responsible for maintaining and updating client records, providing administrative support, preparing documentation, and managing new business applications.
* Strong organisational and multitasking skills are required, as well as excellent communication skills and proficiency in Google Workspace and MS Office.
* The ideal candidate will have a QFA qualification and be able to work independently and as part of a team.
Responsibilities include:
- Maintaining and updating client records with accuracy
- Providing high standard of administrative support to Pensions Consultants
- Preparing client meeting documentation to support Consultants
- Managing processing of new business applications in Pensions and dealing directly with life companies to ensure accurate and timely processing
- Communicating with clients over phone and email regarding application progress
- Working closely with Pensions Consultants to ensure seamless transaction process for clients from start to finish
- Handling general administrative duties including scheduling appointments, managing correspondence, and filing