Pension Administrator

5 days ago

United Kingdom Total Talent Solutions Full time £40,000
Job Title: Pensions Administrator

We are seeking a highly skilled Pensions Administrator to join our team at Total Talent Solutions. As a Pensions Administrator, you will play a crucial role in assisting our team of Financial Advisers in the sales process and with managing client relationships.

Key Responsibilities:
  • Contact life companies to gather details on existing policies for potential clients.
  • Maintain and update client information in our CRM system (with training provided).
  • Collect and organise details on investment and pension funds, including performance data.
  • Prepare Client Policy Summary Reports, presenting gathered information clearly and accurately.
  • Submit life and pension policy applications online to relevant life companies.
  • Provide ad-hoc support to Financial Advisers, including meeting clients to deliver or collect documentation.
  • Assist Financial Advisors with any additional requests to facilitate the sales process and enhance client service.
  • Actively engage with all Clear Financial Advisors to maintain accurate client records and manage the sales pipeline on BIS.
Requirements:
  • QFA Life and Pensions experience.
  • Administration skills.
  • High attention to detail and accuracy in data management and reporting.
  • Familiarity with financial products, particularly life and pension policies, is an advantage.
  • Proficiency in using software systems for client management (training will be provided).
What We Offer:
  • Competitive salary.
  • Opportunities for professional growth and development.
  • Comprehensive training on BIS and other relevant tools.

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