360 Search are working exclusively with an established Financial Advisory Firm that specialises in delivering professional, quality and personal services to their clients.
This organisation now has an opportunity available for an experienced Life & Pensions Administrator to join their professional and experienced team in a senior capacity. The successful candidate will play a key role in the success of the Sales Support and Administration Team of the Life, Pension & Mortgage Department.
MAIN DUTIES:
* Providing support to financial advisers to help deliver a high quality client service in insured business in line with compliance regulations and company policy
* Support financial advisers to free them up of administrative workload
* Effective management of work queues, ensuring tasks are completed on time
* Liaising with clients, 3rd party insurance and/or investment companies and/or banks
* Demonstrate task ownership and a solution-focused approach
REQUIRED EXPERIENCE & QUALIFICATIONS
* The successful candidate should have a minimum of three years' work experience providing administrative support in the financial services sector, specifically in a Life & Pensions Brokerage environment.
* APA status in pension and life assurance is a minimum requirement with a view of completing the remaining QFA exams. QFA status an advantage.
* Excellent technical and compliance knowledge in protection as well as pre- and post-retirement products.
* Good knowledge of processing protection and pension applications as well as retirements and claims.
* Knowledge of Wealtrack CRM system a definite advantage.
OTHER SKILLS:
* Be able to work as part of a team
* Attention to detail is paramount
* Good customer service and communication skills
* An ability to prioritise workload
* Flexible and adaptable with a positive attitude to change