Job Summary
We are seeking a highly skilled and experienced professional to join our team. In this role, you will be responsible for liaising with clients and policy providers, supporting financial advisors with compliance, reports, and research, and handling life, pension, and investment administration.
Key Responsibilities:
* Liaise with clients and policy providers to ensure effective communication and timely resolution of issues.
* Support financial advisors with compliance, reports, and research to maintain accurate and up-to-date records.
* Handle life, pension, and investment administration tasks efficiently and accurately, ensuring all deadlines are met.
Requirements:
* Hold a QFA qualification or equivalent.
* Possess at least 3 years of experience in life, pension, or investment administration.
* Demonstrate strong communication, attention to detail, and MS Office skills.
What We Offer:
* A competitive salary with an annual bonus.
* Flexible hybrid working arrangements.
* An 8% employer pension contribution and opportunities for career development.