My Client is seeking a motivated and detail-oriented individual to join their expanding team as a Life & Pensions Administrator. This role involves managing the day-to-day administration of client life assurance and pension policies, ensuring compliance with industry regulations, and providing excellent customer service to clients, advisers, and providers.
Responsibilities:
Policy Administration:
* Manage the day-to-day administration of client life assurance and pension policies.
* Process new business applications, ensuring accuracy and compliance with regulations.
* Act as the main point of contact for clients, advisers, and providers regarding life and pension queries.
Record Keeping and Compliance:
* Maintain up-to-date records on internal systems, adhering to data protection standards.
* Monitor policy maturities, renewals, and handle any required amendments or transfers.
Client Support:
* Collaborate with financial advisers to prepare paperwork for client meetings and policy summaries.
* Develop and manage relationships with clients to ensure satisfaction and address their needs.
Industry Knowledge:
* Stay informed about industry changes, regulatory updates, and new products in the market.
* Support the wider administrative team with ad-hoc tasks when required.
Relationship Management:
* Develop and manage relationships with insurance providers and other staff members.
Timeliness and Reporting:
* Adhere to all service and reporting timelines agreed for our business.
Requirements:
* QFA qualification or actively working towards it.
* 2-3 years of experience in life and pension administration, preferably within financial planning or insurance.
* Conscientious individual with the ability to work both independently and as part of a team.
* Ability to thrive in a busy office environment.
* Strong organizational and prioritization skills.
* Excellent telephone skills and manner.
* Attention to detail is crucial.
* Proficient in Microsoft Office Suite, especially Excel.
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