Job Description
Key Responsibilities: Provide top-tier administrative support on life and pension products. Prepare and manage client meeting documentation. Support Consultants, Line Managers, and Directors in daily tasks. Oversee the processing of new business applications in Pension, Investments, and Life Assurance. Communicate with clients via phone and email to keep them updated. Ensure compliance and accuracy in all client-related investment information. Participate in ad-hoc business development projects. Skills and Qualifications: QFA essential; RPA and AIIPM desirable. 3-5 years of experience, with at least 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. Skills: QFA Organised Attention to Detail Time Management Team Player Customer Focused Benefits: Work From Home