Life and Pension Operations Coordinator
5 days ago
Abrivia's Insurance & Financial Planning Broker is seeking an experienced Life & Pensions Administrator to join their team.
In this role, you'll provide vital support to our management team and financial consultants, ensuring smooth processing of life, pensions, and investment business.
You'll work closely with the Pensions & Compliance Manager to ensure all investment-related information is accurate and compliant.
Job Description:
- Provide administrative support across life and pension products.
- Assist senior team members with new business submissions and client servicing.
- Prepare client documentation and reports.
- Process new business applications for pensions, investments, and life assurance.
- Keep clients informed on application progress.
Requirements:
- QFA qualification and 2 years' experience in a brokerage.
- Strong organisational skills.
- High attention to detail.
- Team player with excellent communication skills.
- Proven ability to deliver exceptional client service.
- Proficient in Microsoft Office.
Benefits:
- Work From Home
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