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Job Description
Job Summary: Provide top-tier administrative support on life and pension products, prepare client meeting documentation, and assist Consultants, Line Managers, and Directors in daily tasks.
Key Responsibilities:
- Manage client meeting documentation
- Oversee new business applications in Pension, Investments, and Life Assurance
- Communicate with clients via phone and email
- Ensure compliance and accuracy in client-related investment information
- Participate in business development projects
Requirements:
- QFA qualification essential, RPA and AIIPM desirable
- 3-5 years of experience, with 18 months in brokerage
- Corporate Scheme experience required
- Exceptional organisational skills and attention to detail
- Strong interpersonal skills and team player mentality
- Proficiency in Word, Excel, and PowerPoint
Benefits:
- Competitive salary and benefits
- 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
- Sponsored further study relevant to your role