Job Title: Life & Pensions Administrator
We are seeking an experienced Life & Pensions Administrator to provide vital support to our management team and financial consultants.
Key Responsibilities:
* Provide high-quality administrative support across life and pension products.
* Assist senior team members with new business submissions and existing client servicing.
* Prepare client documentation and reports to support consultants and management.
* Process new business applications for pensions, investments, and life assurance, liaising with life companies to ensure accuracy and efficiency.
* Keep clients informed on application progress via phone calls.
* Work closely with the Pensions & Compliance Manager to ensure all investment-related information is accurate and compliant.
* Contribute to business development projects as required.
* Ensure all compliance requirements are met on new business cases in line with Central Bank regulations.
Requirements:
* QFA qualified with 2 years' experience working within a brokerage.
* Strong organisational skills with the ability to manage workload independently.
* High attention to detail and a problem-solving mindset.
* A team player with excellent interpersonal and communication skills.
* Proven ability to deliver exceptional client service.
* Proficient in Word, Excel, and PowerPoint.
* Experience in a regulated financial planning environment is a plus.
* Motivated to develop technical knowledge and progress within the company.
This is a fantastic opportunity to join a well-established firm where you can grow your career in financial services.