
Pension Administrator Career Opportunity
2 weeks ago
We are seeking a skilled Life and Pensions Administrator to join our team. This role will involve coordinating the daily processing of life & pension new business and existing business.
Responsibilities:- Process pension, investment & protection business submitted by advisors including submitting online, chasing pipeline, and issuing policy documents.
- Set up client/policy records on client database.
- Work with advisors to prepare and issue compliance documents to clients - statement of suitability, research reports, risk profiling etc.
- Ensure files are compliant in line with company processes and procedures.
- Establish and build good relationships with clients.
- Process ad hoc requests from customers.
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