Annuities & 3rd Party Administration Assistant / Administrator

Job Title: Annuities & 3rd Party Administration Assistant

Location: Bristol (BS1)

Salary: Competitive

Job Type: Full Time, Permanent

Job Role:

Our client have been helping clients make more of their pensions and investments for over 30 years. They are one of the most innovative, respected and fastest growing companies in the UK. A constituent of the FTSE100, their success is based on a deep understanding of their clients' needs, a keen entrepreneurial edge and fierce determination to be the best in their market.

The Annuity & 3rd Party Administration Assistant will help clients convert their pension savings into income. They will provide administrative support to make the process as smooth as possible. They will also be responsible for the processing of VCT applications, term assurance and investment bonds.

This role offers a valuable opportunity to gain experience of all aspects of annuity purchase within the UK's largest annuity broking service. More investors choose our service than any other firm, and one reason for that is the efficient administration and excellent service they provide.

Key Duties and Responsibilities:

• Prepare and send out enhanced annuity quotations to clients
• Request new quotes; sort, check and collate incoming quotes
• Ongoing administration of annuity cases
• Assisting the department as a whole during busy times
• Working to tight deadlines to meet the requirements of the VCT companies

Essential Skills and Attributes:

• A Levels or other equivalent qualification OR a relevant level of appropriate work experience
• Basic knowledge of annuities and how they work
• Basic knowledge of VCT's & Investment Bonds
• Experienced in meeting deadlines and working within a busy team
• Excellent oral and written communication skills
• Numerate
• Proficient with MS Office
• Ability to multitask
• Ability to prioritise own workload
• Excellent attention to detail
• Ability to be professional under pressure
• Computer literate
• Hardworking and Dependable
• Polite and Courteous
• Ability to work individually and within a team

Desirable Skills and Attributes:

• Degree at 2.1 level or above
• Completed RO4
• Basic investment and pensions knowledge
• Relevant administrative work experience
• Innovative
• Desire to develop professionally

Our Client is an inclusive working environment and values diversity in its workforce. As part of your application they would be grateful if you could complete an equal opportunities section. The information will be used solely for diversity monitoring purposes and is not visible to the person reviewing your application form.

Please click the APPLY button to send your CV & Cover Letter for this role.

Candidates with the experience or relevant job titles of; Annuities Assistant, Investment Bonds Assistant, Financial Services Assistant, 3rd Party Administration Assistant, Pensions Administration Assistant, Investment Admin Assistant, Annuities & 3rd Party Administration Assistant, Annuity Broking Assistant, Administrator may also be considered for this role.