Job Description:
We are working exclusively with a leading Financial Advisory Firm that delivers high-quality services to their clients.
This organisation now has an opportunity available for an experienced Life & Pensions Administrator to join their professional and experienced team in a senior capacity. The successful candidate will play a key role in the success of the Sales Support and Administration Team of the Life, Pension & Mortgage Department.
Main Duties:
* Provide support to financial advisers to help deliver a high quality client service in insured business in line with compliance regulations and company policy
* Support financial advisers to free them up of administrative workload
* Effectively manage work queues, ensuring tasks are completed on time
* Liaise with clients, 3rd party insurance and/or investment companies and/or banks
* Demonstrate task ownership and a solution-focused approach
Required Experience & Qualifications:
* The successful candidate should have a minimum of three years' work experience providing administrative support in the financial services sector, specifically in a Life & Pensions Brokerage environment.
* APA status in pension and life assurance is a minimum requirement with a view of completing the remaining QFA exams. QFA status is advantageous.
* Excellent technical and compliance knowledge in protection as well as pre- and post-retirement products.
* Good knowledge of processing protection and pension applications as well as retirements and claims.
* Knowledge of Wealtrack CRM system is a definite advantage.
Other Skills:
* Ability to work as part of a team
* Attention to detail is paramount
* Good customer service and communication skills
* Ability to prioritise workload
* Flexible and adaptable with a positive attitude to change