Life & Pensions Administrator
14 hours ago
Key Responsibilities
• Support the processing of new business applications for pensions, protection, and investment products.
• Prepare and issue client documentation, quotations, and reports for review by senior colleagues.
• Liaise with life companies to follow up on applications, outstanding requirements, and policy updates.
• Maintain and update client files accurately within company systems.
• Assist with client queries over phone and email, ensuring a professional and timely response.
• Provide administrative support to advisors and senior team members as required.
• Ensure all activity complies with internal procedures, regulatory standards, and data protection guidelines.
Skills & Experience Required
• Minimum 1–2 year's experience in an administrative role (preferably in financial services or insurance).
• Excellent attention to detail and strong organisational skills.
• Good communication and interpersonal abilities.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Ability to manage multiple tasks and meet deadlines.
• Positive, proactive attitude with a willingness to learn and grow
Qualifications
• desirable, or a willingness to study toward same (training and support provided).
What's on Offer
• Competitive salary and benefits package.
• Full support for professional studies (APA / QFA).
• On-the-job training and mentoring from an experienced team.
• Opportunity to progress into senior administrative or advisory roles.
• Friendly, professional working environment with a client-focused culture.
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