My Client is seeking a motivated and detail-oriented individual to join their expanding team as a Life & Pensions Administrator. This role involves managing the day-to-day administration of client life assurance and pension policies, ensuring compliance with industry regulations, and providing excellent customer service to clients, advisers, and providers.

Responsibilities:

1. Policy Administration:

   • Manage the day-to-day administration of client life assurance and pension policies.
   • Process new business applications, ensuring accuracy and compliance with regulations.
   • Act as the main point of contact for clients, advisers, and providers regarding life and pension queries.

2. Record Keeping and Compliance:

   • Maintain up-to-date records on internal systems, adhering to data protection standards.
   • Monitor policy maturities, renewals, and handle any required amendments or transfers.

3. Client Support:

   • Collaborate with financial advisers to prepare paperwork for client meetings and policy summaries.
   • Develop and manage relationships with clients to ensure satisfaction and address their needs.

4. Industry Knowledge:

   • Stay informed about industry changes, regulatory updates, and new products in the market.

5. Team Collaboration:

   • Support the wider administrative team with ad-hoc tasks when required.

6. Relationship Management:

   • Develop and manage relationships with insurance providers and other staff members.

7. Timeliness and Reporting:

   • Adhere to all service and reporting timelines agreed for our business.

Requirements:

• QFA qualification or actively working towards it.
• 2-3 years of experience in life and pension administration, preferably within financial planning or insurance.
• Conscientious individual with the ability to work both independently and as part of a team.
• Ability to thrive in a busy office environment.
• Strong organizational and prioritization skills.
• Excellent telephone skills and manner.
• Attention to detail is crucial.
• Proficient in Microsoft Office Suite, especially Excel.

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