Life & Pensions Administrator
Join a dynamic General Insurance and Financial Planning advisory firm as a Life & Pensions Administrator. You will be responsible for managing and administering a portfolio of Corporate Client Executive and small self-administered Schemes.
Main 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.
Requirements:
* QFA (essential)
* RPA and AIIPM (desirable)
* 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
* Experience in a regulated financial planning business is an advantage
* Proficiency in Word, Excel, and Power Point
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
Apply now to become part of a collaborative family who will support and guide you in your career in financial services.