About the Role
You will be working with clients and policy providers to deliver excellent service. You will also support financial advisors with tasks related to compliance, reports, and research.
Your Key Responsibilities
* Liaise with clients and policy providers to understand their needs and provide solutions.
* Support financial advisors with tasks such as data entry, report generation, and research to ensure compliance.
* Administer life, pension, and investment policies efficiently and accurately.
What We're Looking For
* A QFA qualification is essential for this role.
* At least 3 years of experience in life, pension, or investment administration is required.
* You should have strong communication skills, attention to detail, and proficiency in MS Office.
What We Offer
* A competitive salary with an annual bonus.
* A flexible hybrid working arrangement that suits your needs.
* An 8% employer pension contribution and opportunities for career development.