Retirement Advice Administrator

We have an exciting opportunity for an organised, pro-active individual to join our team as a Retirement Advice Administrator.

Within your new role, you'll provide pre and post-completion support to the Advice and Direct team, enabling our Financial Advisers to deliver advice effectively, and ensure pension funds are released in accordance with regulations., Your day-to-day duties will include…

• Providing administrative support to the Financial Advice, Non-Advice and Equity Release teams


• Completing sales fulfilment for retirement product sales, ensuring all SLAs are met


• Dealing with applications moving from the 'submitted' stage to 'issued' status (this will include liaising with customers, Financial Advisers and third-party pension providers, mainly via telephone or email)


• Correctly uploading details into back-office systems, ensuring all data is recorded accurately


• Creating and distributing packs to be sent to clients, ensuring that all relevant paperwork is included


• Completing ad-hoc admin and telephony tasks to support the success of the Advice and Direct department


• Ensuring we adhere to consumer requirements, in line with compliance policies


• Booking clients in for ongoing reviews with advisers, and sending out relevant documents.
  
  Our ideal candidate will…


• Have previous admin experience within an Annuity/Pension-focused business (an IFA or pension provider would be advantageous)


• Possess strong communication and listening skills


• Be able to establish and build positive internal and external relationships


• Demonstrate fantastic customer service experience


• Be self-motivated, with good organisation skills


• Comfortably work on tasks and manage workload, both alone and as part of a team


• Adapt and learn quickly, with a drive to improve and succeed


• Hold strong literacy and numeric skills


• Have some knowledge of the Financial Services industry (desirable, not essential)


• Be CF4-qualified (desirable, not essential)


• Exhibit thorough knowledge of MS Office and Adobe (desirable, not essential).
  
  At LV= Life & Pensions, you'll find we thrive on the benefit of everyone's differences. Whoever you are, and in whatever way you identify, you are welcome here. We will make reasonable adjustments for your specific needs to ensure your individual requirements are accommodated as far as possible. Being totally committed to equal opportunities opens up massive benefits, not just to our organisation and people but also to our members and our products. We are proud of our people, we only recruit and promote on merit.


Go on, bring your true self to LV=.

Why not follow us on Glassdoor and take the opportunity to see real reviews of what it's like to work here.

Pulled from the full job description

• Company pension


• Cycle to work scheme


• Employee discount, We want you to love what you do that's why we've put together a benefits package that recognises and rewards a job well done.


At LV= Life and Pensions, you'll go above and beyond to do the right thing for our customers and we'll reward you with an attractive, competitive salary and benefits package in exchange for your hard work. This includes:

• 26 days' holiday - which increases after two years' service to 28 days


• The opportunity to buy or sell up to five days' holiday


• An annual bonus scheme based on company and personal performance


• Cycle to work scheme


• A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14% (please click here to read more about it)


• Up to 20% discount on our life products for you and your immediate family.


Go on, bring your true self to LV=.

Why not follow us on Glassdoor and take the opportunity to see real reviews of what it's like to work here.