Job Description:
Life & Pensions Administrator
This role involves managing and administering a portfolio of Corporate Client Executive and small self-administered Schemes for a growing General Insurance & Financial Planning advisory firm.
The ideal candidate will have QFA certification, strong organizational skills, and experience in a regulated financial planning business. Proficiency in Word, Excel, and PowerPoint is also required.
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Key Responsibilities:
* Administer and manage corporate client Executive and Small Self-Administered Schemes (Defined Contribution Only).
* Provide high-level administrative support on life and pension products.
* Prepare client meeting documentation and support Consultants, Line Managers, and Directors.
* Process new business applications in Pensions, Investments, and Life Assurance, ensuring accuracy and timeliness.
* Communicate with clients via phone to keep them updated.
* Ensure compliance and accuracy of investment-related information provided to clients.
* Engage in ad-hoc business development projects.
* Fulfill all compliance obligations for new business cases in line with Central Bank requirements.
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Benefits:
* Competitive salary commensurate with experience.
* 23 days annual leave plus 10 days paid sick leave.
* Bonus and Commission Structure.
* Defined Contributory Pension Scheme.
* Death in Service and Income Protection Cover.
* Complimentary Employee Assistance Programme.
* Sponsorship for examinations and further study relevant to the role.
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Requirements:
* QFA certification.
* 3-5 years' experience (minimum 18 months in brokerage).
* Corporate Scheme experience is essential.
* Exceptional organizational skills and ability to work independently.
* Strong attention to detail and customer service excellence.
* Effective time management and problem-solving skills.
* Motivated to develop technical knowledge and advance within the organization.