Financial Administrator
Cpl is currently recruiting a skilled Financial Administrator to manage the administration of financial products.
Key Responsibilities:
* Advise on policy insurance whilst setting up new client files through onboarding and compliance file preparation.
* File, report, and format Letters of Authority (LOAs) and Transfer of Agency (TOA) requests.
* Process claims from start to finish: process fund switches, top-ups, premium adjustments, etc.
* Respond promptly and professionally to client and provider queries by phone, email, and in person.
* Collaborate with colleagues and advisors to streamline workflows and enhance client service.
* Relationship management is key.
* Ad-hoc administrative duties, supporting team operations while complying with all internal and external regulations.
Requirements:
* Previous brokerage experience in life, pension, or investment administration roles.
* Strong understanding of compliance frameworks and regulatory requirements.
* APA qualification essential. QFA (part-full qual) required.
* Proficient in Microsoft Word, Excel, and CRM/data systems.
* Experience with BIS and major life company portals highly desirable.
* Self-administered pensions or group schemes experience advantageous.
Benefits Package:
* Comprehensive benefits package, including death-in-service cover, annual leave entitlement, and career progression opportunities.