Our client, a Well-Respected Wealth Management firm are seeking an experienced and qualified Life & Pension Administrator.
Main Responsibilites; - Managing client queries and requests
- Providing excellent administration services to sales team
- Dealing with a portfolio of well established clients
- Updating client portfolio valuations
- Processing new business applications
- Keeping detailed records on the CRM
- Support and training of junior colleagues
- Ensuring compliance procedures are followed
- Project work
Job Requirements; - 3+ years experience working as a Life & Pension Administrator
- Experience working in a brokerage firm is preferred
- Strong technical knowledge of life, pension & investment products and general market knowledge
- Excellent attention to detail
- Experience with a CRM system
- Strong customer service and interpersonal skills
An excellent salary + benefits package is on offer for the successful candidate!
