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Job Description
Seeking a highly motivated Life & Pensions Administrator to manage the company pipeline, process pensions, investments, and life assurance policies, and provide excellent client communication.
The ideal candidate will have a QFA qualification, knowledge of Anti Money Laundering requirements, and 2-3 years' experience in the Life, Pensions & Investments industry. Key skills include attention to detail, strong organisational skills, and the ability to multitask and prioritise queries.
- Manage the processing of new business applications, including pensions, investments, and life assurance policies.
- Deal directly with life assurance companies to ensure accurate and timely processing.
- Communicate with clients over phone and email, keeping them updated on application progress.
- Provide quarterly updates to clients on corporate client book.
- Ensure compliance with Anti Money Laundering requirements and Consumer Protection Code.
- Support Financial Advisors with ad hoc administration duties.
The successful candidate will be a team player with excellent communication skills, highly self-motivated, and able to work on their own initiative.