360 Search are working with a leading financial services organisation to recruit a Private Client Administrator to join their growing Wealth team.
This is a great opportunity for an experienced Life & Pensions Administrator to join a busy and expanding environment, supporting Financial Consultants with the administration of new and existing client business. The role will suit someone who enjoys working with clients, managing a varied workload, and providing a high level of service while ensuring all processes are completed accurately and efficiently.
The Role Responsibilities will include:
- Processing new business across pensions, investments and protection
- Managing the administration process from application through to completion, including online submissions, pipeline tracking and issuing policy documentation
- Setting up and maintaining accurate client and policy records
- Preparing compliance documentation including recommendations, statements of suitability, market research reports and risk profiles
- Ensuring client files are maintained in line with internal processes and regulatory requirements
- Handling client queries and requests including amendments, withdrawals and encashments
- Managing client correspondence and maintaining accurate records
- Supporting Financial Consultants with day-to-day administration requirements
- Managing task reminders and ensuring actions are completed within agreed timelines
The Ideal Candidate The successful candidate will have:
- 2+ years’ experience in a similar Life & Pensions / Wealth Administration role
- APA or QFA qualified
- Strong knowledge of pension, investment and protection products
- Excellent attention to detail and organisational skills
- Strong communication skills, both written and verbal
- Ability to work independently and manage competing priorities
- Good working knowledge of Microsoft Office
- CRM experience would be advantageous
The Opportunity
- Join a growing Wealth team within a well-established financial services organisation
- Gain exposure to a broad range of client and advisory work
- Work alongside experienced Financial Consultants and industry professionals
- Opportunity to develop your career within the financial services sector
If you’re an experienced Life & Pensions Administrator looking for your next opportunity, get in touch with 360 Search today.
