Job Title: Life & Pensions Administrator
We are seeking a detail-oriented Life & Pensions Administrator to administer all aspects of our company's life and pension business.
About the Company
With over 35 years' experience in the financial advisory sector, our client manages a dynamic and fast-growing brokerage company, specialising in life insurance, pensions, and investments. Their mission is to provide tailored financial solutions to their clients, ensuring long-term security and peace of mind.
Responsibilities
* Work closely with the Managing Director, managing daily tasks, business pipeline, emails and events.
* Process pension, investment & protection business that is submitted by the Managing Director such as inputting online, chasing pipeline, and issuing policy documents.
* Organise, maintain and update client records with accuracy.
* Work with the Managing Director to draw up and issue compliance documents to clients - recommendations, statement of suitability, market research reports, risk profiling etc.
* Ensure files are compliant in line with company's processes and procedures.
* Establish & build strong relationships with clients.
* Fielding telephone calls
* Assist in preparing reports and documentation for client meetings.
* Liaise with the Managing Director/advisors, clients, and third-party providers to ensure timely processing of applications.
* Handle general administrative duties, including scheduling appointments, managing correspondence, and filing.
Requirements
* Previous experience in an administrative role within the financial services industry for over 3 years, particularly in life insurance, pensions, or mortgages, is essential.
* Strong organizational and multitasking skills.
* Proficiency in Google Suite and MS Office (Word, Excel, Outlook).
* Ability to work independently and as part of a team in a fast-paced environment.
* Attention to detail and a high level of accuracy.
* QFA minimum qualification.
* Strong communication and interpersonal skills.
* Ability to manage multiple tasks and meet deadlines.
What We Offer
* Competitive salary.
* Opportunity to grow with the company as they expand.
* A supportive and collaborative work environment.
* Professional development opportunities.
Working Conditions
Full-time position after an initial 6-month review period. Office-based with the possibility of remote work. Occasional travel may be required.