Life and Pensions Administrator

About the Role:

In this role, you'll work closely with individuals and businesses to understand their financial goals and develop tailored strategies to achieve them.

Key Responsibilities:

• Provide personalized financial advice to clients across areas such as pensions, savings, investments, and insurance.
• Build and maintain strong client relationships through regular communication and reviews.
• Conduct in-depth financial analysis and risk assessments to inform recommendations.
• Stay up-to-date on financial regulations, market trends, and product developments.
• Maintain accurate and compliant client records and documentation.

Requirements:

• QFA qualification or working towards it.
• Previous experience in financial advisory, banking, or a related field is preferred.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• A genuine interest in helping clients achieve financial well-being.