A fantastic opportunity for a detail-oriented individual to work closely with financial advisors as a Life & Pensions Administrator, ensuring the smooth processing of client business.
Based 10 minutes outside the city, this opportunity offers someone looking to progress in their career, with 3 days office/2 days at home and onsite parking.
Key Responsibilities: Process new business and existing business for pensions, investments, and protection Manage online submissions, chase pipeline, and issue policy documents Set up and maintain client/policy records on the database Assist advisors with the preparation and issuance of compliance documents Ensure all files are compliant with company procedures Build and maintain strong client relationships Process ad hoc client requests and manage daily correspondence Requirements: Customer-orientated with a positive and helpful attitude Strong verbal and written communication skills Excellent organisational, time management, and prioritisation abilities Ability to work quickly and efficiently while maintaining accuracy Relevant experience in a similar life and pensions administration role is desirable Good PC skills, including Microsoft Office APA essential Please apply below for further details.
Skills: life and pensions insurance client facing