Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
   to   
Life and Pensions Administrator
Salary Area Job Ref Consultant Sector
to c£26,000 + extensive benefits Leicestershire AL810 Angela Liscombe Financial Services Administration

Description

Life and Pension Administrator / Account Executive

Leicester (Our Ref AL810)

Salary £22,000 - £26,000 + generous benefits and discretionary bonus scheme

 

My client is a very well established Chartered IFA, Pensions and Investments company and they now have an exciting new vacancy for an experienced Life and Pensions Administrator to join their team.

 

OVERALL PURPOSE AND SCOPE OF THE JOB:

·         Provide a quality administration service in respect of the range of Corporate and Individual products serviced by the Life and Pensions Team:

Group Pensions – Money Purchase, Final Salary, Group Personal Pension, Stakeholder & Auto-Enrolment/Workplace Schemes

Employee Benefits – Group Life / PHI / Critical Illness

Annuities – CPA, OMO, PLA

Individual life and protection contracts (term, whole of life, endowments, PHI, critical illness)

Individual Pensions – Stakeholder, Personal Pensions, Pension Transfers, S32 Buyout Bonds, Retirement Annuity Contracts, Phased Retirement and Pension Fund Withdrawals

·         Provide technical and administrative support to the Account Adviser

·         Maintain records that meet the requirements of the firm, the FCA and the Pensions Regulator

·         Provide an in house point of contact for the client

·         Maintain a good working relationship with Corporate clients via regular communications

 

The Ideal Person:

 

·         GCSE English Language – Grade B or above (or equivalent)

·         GCSE Maths – Grade B or above (or equivalent)

·         Experience in a client servicing and administration role

·         Financial services experience, in a similar role, ideally for a financial adviser firm is desirable

·         Familiarity with Iress Adviser Office software would be an advantage

 

KNOWLEDGE AND SKILLS REQUIRED:

·         Knowledge of life and pension products and a good broad knowledge of financial services in general

·         Ability to communicate effectively with clients and product providers via various methods – phone, letter, fax, e-mail, memo, etc.

·         Knowledge of pension scheme and other financial services legislation relevant to the role

·         Knowledge of in-house money laundering procedures

·         Knowledge of FCA compliance procedures and Data Protection legislation

·         Ability to operate an effective diary system

·         Ability to create and maintain an effective online filing system and computer based records

·         IT / keyboard skills and good letter and report writing skills

·         Good telephone manner

 

If this role is of interest, please apply with an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.

 

 

 


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.