We are hiring a Life and Pensions Administrator to support end-to-end life, pension, and investment administration. You will handle new business, client onboarding, policy servicing, compliance checks, and client queries while working with advisers and the team.
Key Duties
- Prepare and progress new business to policy issuance.
- Process LOAs, TOAs, fund switches, top-ups, cancellations, and servicing changes.
- Manage onboarding and AML compliance documentation.
- Administer claims and maintain accurate records.
- Respond to client/provider queries professionally.
About You
- Experience in life, pension, and investment administration.
- Strong organisational skills and attention to detail.
- APA (Life & Pensions) minimum; working toward QFA essential.
- Proficient with Word, Excel, and CRM/data systems.
- Clear communicator and team player.
Role
- Full-time, office-based.
- Competitive salary and benefits.
- Support for professional development and qualification progression.
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