Are you a detail-oriented professional looking for a challenging role in financial services?
About the Position
* This is an exciting opportunity to support our growing administration team by managing new business applications and reviews across Pensions, Investments, and Life Assurance.
Your Background
* A minimum of QFA qualification or currently pursuing (study support provided)
* Relevant experience in a similar Life/Pensions administrative role is highly desirable
* Proficiency in Excel combined with excellent organizational skills and the ability to multitask/prioritise tasks are essential
Key Responsibilities
* Manage new business applications and reviews across Pensions, Investments, and Life Assurance
* Provide administrative support to internal Financial Services Consultants
* Built strong relationships with clients and deliver exceptional customer service both over the phone and by email
* Produce accurate reports, adhering to regulatory requirements (e.g., Central Bank returns)
Our Organization
We pride ourselves on providing exceptional customer service and building long-lasting relationships with our clients.