Life and Pensions Administrator
3 weeks ago
This organisation now has an opportunity available for an experienced Life & Pensions Administrator to join their professional and experienced team in a senior capacity. The successful candidate will play a key role in the success of the Sales Support and Administration Team of the Life, Pension & Mortgage Department.
MAIN DUTIES:
- Providing support to financial advisers to help deliver a high quality client service in insured business in line with compliance regulations and company policy
- Support financial advisers to free them up of administrative workload
- Effective management of work queues, ensuring tasks are completed on time
- Liaising with clients, 3rd party insurance and/or investment companies and/or banks
- Demonstrate task ownership and a solution-focused approach
- The successful candidate should have a minimum of three years' work experience providing administrative support in the financial services sector, specifically in a Life & Pensions Brokerage environment.
- APA status in pension and life assurance is a minimum requirement with a view of completing the remaining QFA exams. QFA status an advantage.
- Excellent technical and compliance knowledge in protection as well as pre- and post-retirement products.
- Good knowledge of processing protection and pension applications as well as retirements and claims.
- Knowledge of Wealtrack CRM system a definite advantage.
- Be able to work as part of a team
- Attention to detail is paramount
- Good customer service and communication skills
- An ability to prioritise workload
- Flexible and adaptable with a positive attitude to change
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Life & Pensions Administrator
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