Life and Pension Administrator

at  INFO

REQUIREMENTS:

• QFA qualification or working towards.
• 2 - 3 years’ experience in the life and pension administration, preferably within a financial planning or insurance environment.
• Ability to work in a busy office environment.
• Good telephone skills and manner.
• Strong attention to detail and organizational skills.
• Proficient in Microsoft Office Suite, especially Excel.

• Manage the day-to-day administration of client life assurance and pension policies.
• Process new business applications, ensuring all paperwork is completed accurately and within compliance.
• Act as the main point of contact for clients, advisers, and providers for any queries related to life and investment / pension policies.
• Maintain up-to-date records on our internal systems and ensure data protection standards are upheld.
• Collaborate with the financial advisers to prepare paperwork for client meeting and policy summaries.