An exciting role has become available for a Pension and Investment administrator within a recognized UK’s financial advice network.
Key Responsibilities:
* Promote and uphold the principle of delivering Client Best Interest outcomes.
* Comply with regulatory responsibilities, keeping consumer outcomes central to all tasks.
* Ensure advisers submit compliant files to the admin team before new business processing.
* Accurately enter all clients into the back-office system.
* Submit pension/investment applications
* Track and follow up on submitted business with providers promptly.
* Update clients regularly on the progress of their cases.
* Manage workload effectively to meet all deadlines.
* Scan and store all client documents in INVU or Intelligent Office.
* Send documents to clients, including post-sale letters and plan schedules.
* Prepare ongoing service reports and supporting documents for adviser meetings.
* Ensure clients receiving ongoing service
* Maintain continuous professional development to stay current in skills and knowledge.
What You Bring:
Financial Services Experience:
* Prior administrative experience in the financial services sector is essential.
* Strong background in investments and pensions
* FA1 – Life Office Administration is mandatory.
Desirable:
* FA2 – Pensions Administration
* RO1
Industry Knowledge:
* Up-to-date understanding of financial products and providers
* Previous experience in the insurance or financial services industry is essential