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Office Manager (QFA Qualified)

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Salary: £40,000.00 per annum


Greater London, London

Job Advertiser

FRS Recruitment
Registered: 13 Dec '17
Postings: 249
Followers: 3, Following: 0

Job Reference: FRS59933

Job Duration:

Start date:

Description:

Our client a busy Life and Pensions Broker are seeking a QFA Qualified Office Manager to jointheir growing team. This role is based in Birr Co Offaly and offers hybrid working. It is a full time, permanent position.This is a busy role where you will play a key role in ensuring the smooth and efficient operation of our clients administrativeprocesses.

Key Responsibilities:
* Manage the admin functions of the business and admin staff.
* Coordinate and manage email on an ongoing basis. Oversee Diary management/scheduling of appointments for the principal/Financial Advisor.
* Play an integral part in the processing and management of life insurance policies, pension and investment products.
* Ability to use clientrelationship management systems such as Wealthtrack
* Ability to pre-populate and send documents to clients for digital signature via docusign.
* Provide excellent customer service to new and existing clients, answering inquiries and resolving issues
*Liaising with insurance and pensions providers
* Assist in the preparation of suitability statements
* Collaborate with teammembers to ensure the timely and accurate completion of tasks
* Managing new business pipeline to ensure that insurance and pension products are issued promptly.

Requirements:

* QFA qualified
* Minimum of 2-3 years' experience in an administrativerole, ideally in a Financial Brokerage or insurance provider.
* Strong attention to detail and accuracy
* Excellent communication and interpersonal skills
* Proficient in Microsoft Office Suite, particularly Excel and Word
* Ability to work effectively both independently and as part of a team
* Organized and able to prioritize tasks effectively
* Flexibility to adapt to changing priorities and tasks
* Knowledge of life insurance and pension products is desirable



What our client offer you?Excellent benefits package, including:
* Competitive salary
* Company sponsored pension scheme
* Income Protection
* Paidannual leave
* Flexibility to work remotely

If you are a motivated and detail-oriented individual with a passion for administration in the life and pensions industry, we encourage you to apply and join our clients expanding team.



To Apply:Send CV through the attached link

Phone calls to Louise 086 4670069 for a confidential discussion about this opportunity

Industry: Financial Services

Salary:

Salary Benefits:

Vacancy Type: Permanent

Job Skills: Office Manager, QFA, Life and Pensions

Contact Name: Louise Glennon

Website: -

Direct Application URL: -

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Position Details

Advert Ref: #3057629
Posted: 27 Feb '24
Visits: 79