Life & Pensions Administrator Our client, a large Insurance & Financial Planning Broker, are seeking an experienced Life & Pensions Administrator to join their growing team.
In this role, you'll provide vital support to our management team and financial consultants, ensuring smooth processing of life, pensions, and investment business while delivering a first-class client experience.
They offer a supportive and inclusive work environment, providing employees with the opportunity to build rewarding careers in financial services.
Key Responsibilities Provide high-quality administrative support across life and pension products.
Assist senior team members with new business submissions and existing client servicing.
Prepare client documentation and reports to support consultants and management.
Process new business applications for pensions, investments, and life assurance, liaising with life companies to ensure accuracy and efficiency.
Keep clients informed on application progress via phone and email.
Work closely with the Pensions & Compliance Manager to ensure all investment-related information is accurate and compliant.
Contribute to business development projects as required.
Ensure all compliance requirements are met on new business cases in line with Central Bank regulations.
What We're Looking For QFA qualified, with 2 years' experience working within a brokerage.
Strong organisational skills with the ability to manage workload independently.
High attention to detail and a problem-solving mindset.
A team player with excellent interpersonal and communication skills.
Proven ability to deliver exceptional client service.
Proficient in Word, Excel, and PowerPoint.
Experience in a regulated financial planning environment is a plus.
Motivated to develop technical knowledge and progress within the company.
This is a fantastic opportunity to join a well-established firm where you can grow your career in financial services.
For more information on the role please feel free to get in touch with Honor at Applications are in strict confidence.
Skills:
Life Pensions Wealth Investments Benefits:
Work From Home