Administrative Support Role for Life and Pensions
The Role:
We are seeking a skilled administrator to provide high-quality support to our Pensions Consultants. This part-time position is ideal for individuals with strong organisational skills and excellent communication abilities.
Main Responsibilities:
* Manage client records with precision, ensuring accuracy at all times.
* Process new pension applications, collaborating closely with life companies to facilitate smooth transactions.
* Communicate effectively with clients via phone and email, keeping them informed throughout the process.
* Prepare documentation for client meetings and assist in transaction processes.
Requirements:
To be successful in this role, you will require:
* Experience in administration of life and pensions, with a strong understanding of the associated processes and procedures.
* Excellent organisational and multitasking skills, enabling you to manage multiple tasks simultaneously.
* Strong communication skills, both written and verbal, to effectively engage with clients and colleagues.
* A QFA qualification, demonstrating your expertise in financial services.
Benefits:
This role offers the opportunity to work in a dynamic environment, providing administrative support to our experienced Pensions Consultants. As a valued member of our team, you can expect:
* Pension benefits, reflecting our commitment to your retirement planning.