Life & Pensions Specialist

A fantastic opportunity for a detail-oriented individual to work closely with financial advisors as a Life & Pensions Administrator, ensuring the smooth processing of client business.

Based 10 minutes outside the city, this opportunity offers someone looking to progress in their career, with 3 days office/2 days at home and onsite parking.

Key Responsibilities:

• Process new business and existing business for pensions, investments, and protection
• Manage online submissions, chase pipeline, and issue policy documents
• Set up and maintain client/policy records on the database
• Assist advisors with the preparation and issuance of compliance documents
• Ensure all files are compliant with company procedures
• Build and maintain strong client relationships
• Process ad hoc client requests and manage daily correspondence

Requirements:

• Customer-orientated with a positive and helpful attitude
• Strong verbal and written communication skills
• Excellent organisational, time management, and prioritisation abilities
• Ability to work quickly and efficiently while maintaining accuracy
• Relevant experience in a similar life and pensions administration role is desirable
• Good PC skills, including Microsoft Office
• APA essential

Please apply below for further details.