Life & Pensions Administrator
With over 35 years of 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. They offer an innovative work environment with ample opportunities for growth and professional development.
Key Responsibilities:
* Work closely with the Managing Director, managing daily tasks, business pipeline, emails, and events.
* Process pension, investment, and protection business submitted by the Managing Director, including 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, such as recommendations, statements of suitability, market research reports, risk profiling, etc.
* Evaluate and ensure files are compliant in line with the company's processes and procedures.
* Establish and build strong relationships with clients.
* Field 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.
* Strong organisational 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 high level of accuracy.
* QFA minimum qualification.
* Strong communication and interpersonal skills.
* Ability to manage multiple tasks and meet deadlines.
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.
What they Offer:
* Competitive salary.
* Opportunity to grow with the company as they expand.
* A supportive and collaborative work environment.
* Professional development opportunities.
Language: English