Life & Pensions Accounts Executive (JR-1458)

This is an excellent opportunity for someone to join this growing business and be a crucial member of the Life and Pensions Team. 

This is a fast paced and busy department so proven organisational skills are essential, as is previous experience in an administrative role within a financial services environment. You will require a working knowledge of life and pension products.

Key knowledge, skills and experience required

• 2 years’ experience in financial services administration and client servicing roles
• Proven organisational skills
• Knowledge of life and pension products
• Knowledge of administration systems

Responsibilities

• Provide a quality administration service in relation to a wide range of pension and life assurance products offered by insurance companies and serviced by the Life and Pensions Team
• Provide administration in relation to the above for new and existing clients with existing policies, establishment of new policies, transfers, rebroke and renewals
• Provide administrative support to Financial Advisers
• Update and maintain records to meet the requirements of the firm, the FCA and The Pensions Regulator
• Provide an in-house contact for the client to offer a high level of service
• Maintain good relationships with third party plan providers

Benefits

• Competitive salary
• 24 days holiday plus statutory holidays increasing with service
• Pension scheme
• 2 x salary life assurance
• Discretionary bonuses
• Vitality ‘Essential’ Medical Insurance
• Free parking