Personal Pension Administrator – Central Bristol – Permanent – £18-20k

We are recruiting for an exciting new position and are looking for an experienced New Business Administrator to join our financial services client, situated in the centre of Bristol. The role holder will be responsible for ensuring all aspects of New Business administration for the company are processed, completed correctly and efficiently in accordance with the company’ business practices and standards.

Responsibilties of the position

• Vetting all applications received and requesting any outstanding documents and information.

• Processing applications promptly and accurately

• Using industry, technical and product knowledge to assist all internal and external customers in respect of applications in progress

• Liaising with IFAs and third party providers to ensure timely completion of applications.

• Answering all queries raised by internal and external contacts.

• Producing post sale illustrations as and when required.

• Checking completed work and providing relevant feedback to colleagues.

• Undertaking project work as and when required.

The successful candidate must have a strong background within New Business administration, not sales support. Previous experience within a similar post is essential alongside a working knowledge of life assurance and SIPPS. A keen interest in the provisions of financial services products is vital. Candidates will have or be willing to study towards FPC1&2/FAFC2/CF9 or equivalent. Attention to detail and excellent organisational ability are key and good communication skills and IT skills, especially within Microsoft Word and Excel and a confident telephone manner are fundamental for this position.