Life & Pensions Administrator

Coast Specialist Recruitment
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Life & Pensions Administrator

Location: Guildford

Salary level: up to £26,000 + Benefits

My client, a well respected, successful IFA practice is looking to recruit a Life and Pensions Administrator to compliment their existing team.

The successful candidate will provide strong administrative support and will be in daily contact with Investment/Insurance companies, as well as dealing with admin specific enquiries from clients and the Board of Directors.


  • Processing of new business applications, fund switches, quotation packs
  • Client reviews
  • Processing Letters of Authority and follow through until all information obtained
  • Liaising with investment/insurance companies and building and maintaining professional relationships
  • Working closely with Department Head and fellow team members
  • Candidate should have good experience working within an IFA practice


  • Excellent working knowledge of IRESS (previously Avelo & 1st Software) essential
  • Intermediate/strong experience of the financial services industry gained through previous work experience
  • Good organisational skills
  • Excellent interpersonal skills - both written and verbal
  • Happy to work in a team orientated environment as well as use of own initiative
  • Proactive 'can do’ attitude
  • Attention to detail and ability to problem solve issues whilst working unsupervised on required tasks is essential.
  • Microsoft Office (Outlook, Word & Excel, PowerPoint)


  • Working towards Level 4 - Diploma in Financial Services (desirable)
  • Continual improvement of product knowledge

Due to the high number of applications received, unfortunately we will only be able to respond to successful applicants.