Job Information

Working in partnership with a Chartered Financial Advisers in Solihull, I am currently recruiting for a Life and Pensions Administrator to join their hardworking team.

As a Life and Pensions Administrators you will work alongside the Financial Advisers, provide them with dedicated assistance and be a key part of the advice process.

Duties will include but will not be limited to;


• Creating Template letters and general client correspondence via post and email
• Scanning and uploading post and documents to back office system
• Creating client policy schedules
• Creating client files for the Adviser
• Submitting and processing client applications
• Updating New Business and Financial Promotions Registers
• Preparation of Monthly and Quarterly New Business and Account reports using back office system
• Data entry
• Managing day-to-day client queries
• Ensure all dealings with customers are carried out in a professional and courteous manner.
• Ensure all supporting documentation is maintained as per company procedures.
• Maintain all standards of performance as required by the firm.
• Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
• Comply with the relevant Compliance, TCF, T&C, financial crime and Anti-Money Laundering Procedures of the firm at all times.
• Keep up to date with all relevant product, legislative and technical changes, as required.
• Follow appropriate ethical standards within the firm at all times.

The successful Administrator must have worked within a Financial Advisers doing a similar role and be working towards the Level 4 Diploma in Financial Advice or have the desire to do so.

In return you will receive a competitive salary of up to £26,000

The client will look at candidates on both a Part-Time and Full-Time basis

For further information please call 0161 638 8627 or search `Cameron James Professional Recruitment`, visit our website and Rebecca Hunt.