Corporate Life and Pensions Administrator - LHK Group

Corporate Life and Pensions Administrator – LHK Group

Key Responsibilities

Manage a portfolio of clients with corporate pension, investment, and protection policies
Provide high-quality administrative support to the Corporate Pensions and Risk team
Assist senior team members with new business submissions and existing client management
Prepare client meeting documentation to support Consultants, Line Manager, and Director
Attend meetings in a support role and provide daily assistance to senior team members
Process new business applications for pensions, investments, and life assurance, liaising directly with life companies to ensure accuracy and timely completion
Communicate with clients via phone and email, keeping them updated on application progress
Work with the Pensions and Compliance Manager to ensure all investment-related information is accurate and up to date
Support ad-hoc business development projects as required
Fulfil all compliance obligations on new business cases, including preparation of client recommendations and associated paperwork in line with Central Bank requirements

Skills and Qualifications

QFA qualified with 3–5 years’ experience
Previous experience in a corporate life and pensions brokerage or a regulated financial planning business (desirable)
Excellent organisational skills and ability to work on own initiative
High attention to detail and accuracy
Strong interpersonal skills and a team player
Proven track record of delivering exceptional customer service
Ability to manage time efficiently and effectively
Problem-solving skills with ability to follow queries through to resolution
Willingness to develop technical knowledge and undertake further study
Motivation to progress within the organisation
Proficiency in Microsoft Word, Excel, and PowerPoint