Key Responsibilities:
* Processing of quotations and new business applications in pension, savings & investments and life assurance
* Dealing directly with Life Assurance companies to ensure accurate and timely processing
* Managing the pipeline of business from start to finish
* Interacting daily with large Life Insurance Companies
* Effective communication flow between Account Managers and Financial Advisors
* Communicating with clients over phone and email
* Providing regular updates to clients
We are looking for someone who has/is 3+ years' experience in the Life, Pensions & Investments industry Excellent attention to detail Strong organisational skills Ability to multitask & prioritise queries Highly self-motivated & ability to work on own initiative
Requirements:
* Financial Planning experience
* Financial Advisor or Pensions broker experience