About the Job :

Key Responsibilities:

• Oversee the full administration process for client portfolios, ensuring accuracy and efficiency at each stage.
• Conduct annual reviews and prepare portfolio valuations to keep clients informed and engaged.
• Manage the onboarding of new business, liaising with product providers (primarily leading insurance companies) to ensure the timely and accurate processing of applications. This includes handling pre- and post-retirement pension arrangements, protection products, and investment portfolios.
• Maintain regular, professional communication with clients to provide updates on their existing portfolios and progress on new applications.
• Collaborate with advisers to ensure all activities meet current regulatory and compliance standards.

Qualifications & Experience:

• BA (Hons) in Business, Finance, or a related discipline.
• 2–3 years’ proven experience in a comparable role, ideally within a financial advisory firm or life and pensions brokerage.
• QFA qualification, or actively working towards completion.
• Solid understanding of Anti-Money Laundering (AML) protocols and broader compliance requirements.
• Strong numerical skills and exceptional attention to detail.
• Excellent written and verbal communication abilities.
• Capable of managing workload independently while effectively prioritising competing tasks.
• Proficient in Microsoft Word, Excel, and Outlook (intermediate level).