
Private Client Life
1 week ago
The main responsibility of a Private Client Life & Pensions Administrator is to work closely with the consultants and administration team to coordinate the daily processing of life & pension new business & existing business.
Responsibilities- Process pension, investment & protection business that is submitted by their consultants such as inputting online, chasing pipeline, and issuing policy documents.
- Set up client/policy records on client database
- Work with the consultants to draw up and issue compliance documents to clients -recommendations, statement of suitability, market research reports, risk profiling etc.
- Ensure files are compliant in line with company's processes and procedures.
- Establish & build strong relationships with their clients.
- Processing ad hoc requests from customers, e.g., address changes, encashments, withdrawals
- Managing daily post and client correspondence
- Prepare and maintain client files
- Fielding telephone calls
- Customer orientation
- Display a positive attitude and behaviours, demonstrating an awareness and willingness to respond to customers to exceed their needs, requirements and expectations. A passion for delivering customer service excellence, going over and above.
- Able to express yourself clearly and positively, both verbally and in written communication.
- Excellent listening skills, always checks administrative work.
- Excellent organiser – including time management and prioritisation
- Prioritises customer needs above all else. Manages own time effectively and able to manage the expectations of other stakeholders regarding delivery timescales.
- QFA
- Relevant experience in a similar role (life and pension experience)
- Dedicated team player, who demonstrates initiative, proactiveness and independence
- Mid-Senior level
- Full-time
- Finance, Administrative, and Customer Service
- Financial Services, Banking, and Insurance
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Life & Pensions Administrator
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Life & Pensions Administrator
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