Job Description
Full Job Description Our client, a Well-Respected Wealth Management firm are seeking an experienced and qualified Life & Pension Administrator. Main Responsibilites; Managing client queries and requests Providing excellent administration services to sales team Dealing with a portfolio of well established clients Updating client portfolio valuations Processing new business applications Keeping detailed records on the CRM Support and training of junior colleagues Ensuring compliance procedures are followed Project work Job Requirements; 1+ years experience working as a Life & Pension Administrator Experience working in a brokerage firm is preferred Strong technical knowledge of life, pension & investment products and general market knowledge Excellent attention to detail Experience with a CRM system Strong customer service and interpersonal skills An excellent salary + benefits package is on offer for the successful candidate! Please send your CV to if you wish to apply for the role or contact Rachael on if you want to have a confidential chat before applying. Skills: Administration APA QFA Benefits: Hybrid