Key Responsibilities:
- Client portfolio end-to end administration
- Annual portfolio reviews and valuations
- Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios
- Communicating with clients regarding their portfolios and new applications in an effective and timely manner
- Working with and supporting advisers in meeting regulatory compliance requirements.
Skills and Qualifications:
- BA (Hons) Degree within a Business or Finance related discipline
- A minimum of 2-3 years’ relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker is essential
- QFA qualified or progressing towards this qualification is essential
- Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.
- Ability to demonstrate a high level of attention to detail with a focus on numerical skills
- Excellent verbal and written communication skills
- Ability to manage own workload while prioritizing effectively and efficiently
- Microsoft Word, Excel, and Outlook (Intermediate)
Personal Qualities:
- Ability to work independently and as part of a team
- Demonstrate a high degree of energy, enthusiasm, and flexibility
- Numeracy and excellent organisation skills are essential for this position
- Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality
