Life and Pensions Administrator Role Overview
Key Responsibilities:
* Manage new business cases from onboarding to policy issuance.
* Process LOAs, TOAs, fund switches, top-ups, cancellations, and other policy updates.
* Prepare policy summaries, client reports, and supporting documentation.
Requirements:
* APA (Life & Pensions) qualification is essential for this position.
* Proven experience in life, pension, and investment administration is required.
* A strong understanding of financial products and compliance frameworks is necessary.
We are seeking a skilled Life and Pensions Administrator to join our team. As a key member of our team, you will be responsible for delivering comprehensive administrative and client support to a team of Financial Advisors.
The ideal candidate will have excellent communication and organizational skills, with the ability to work accurately and efficiently under pressure.
This is an exciting opportunity to join a dynamic and professional organization and contribute to the success of our team.