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Life & Pensions Administrator, Leicester (JR-959)

£20000 - £25000 plus benefits
 
You’ll play an integral role in providing administrative support to the paraplanners and Financial Advisers. Facilitate the research necessary to provide information to be used in report writing, dealing with general telephone enquiries and letters to Insurers and other 3rd party providers.  Assist the Administration Manager and Director in respective roles.
 
Duties and Responsibilities
  • Provide client valuations on request
  • Export IT data from one system to another
  • Take individual projects from consultants and work independently on them
  • General filing and post duties, processing new business
  • Maintain accurate client information on the system
  • Produce correspondence to clients deemed appropriate, in an efficient and professional manner
  • Liaise with consultant and paraplanners and provide administrative support for their roles
  • Produce graphs from Financial Express
  • Liaise with Insurers through written and verbal communication
  • Undertake any other duties in keeping with the nature of the position
  • Be conversant with Company procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the Financial Conduct Authority (FCA)
  • Obey company Rules and Regulation
  • Be aware of Health and Safety requirements and avoid any actions or omissions, which could create an unhealthy or unsafe environment for yourself, colleagues, clients or visitors
  • Adhere to all Group protocols in respect of use of technology and avoid misuse of the system
  • Maintain strict confidentiality in respect of all information arising from and in connection with the Group and the Company
  • Concentrate on self-improvement, both technically and by quality.  This will be fully supported by the Company and the Group
  • Be conversant with and adhere to the Company's complaints procedures
  • Liaise with Administration Manager/Director to work on improving the smooth running of the department and the service provided to clients
Knowledge required
  • Working knowledge of computer systems that support your specific work environment
  • Working knowledge of the services provided by the Life and Pensions Department
  • Working knowledge of the markets and the products they provide
  • Working knowledge of all company specific procedures
  • Good liaising skills to deal with tasks set and provide support for other team members
  • An understanding of FCA regulations and guidelines relating to financial services clients
  • Willingness to continue to develop knowledge of products and related issues through formal and informal learning
Skills required
  • Good communication skills (written and verbal) that are effective and meet business needs
  • Ability to prioritise and organise own workload
  • Excellent team working skills
  • Ability to work under pressure and to deadlines
  • Effective negotiation skills
  • IT skills commensurate with computer packages used
  • Accuracy of work and attention to detail
Location: 
Leicester
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
JR-959