Job Description

We are hiring a Life and Pensions Administrator to support end-to-end life, pension, and investment administration. You will handle new business, client onboarding, policy servicing, compliance checks, and client queries while working with advisers and the team.

Key Duties

  • Prepare and progress new business to policy issuance.
  • Process LOAs, TOAs, fund switches, top-ups, cancellations, and servicing changes.
  • Manage onboarding and AML compliance documentation.
  • Administer claims and maintain accurate records.
  • Respond to client/provider queries professionally.
  • About You

  • Experience in life, pension, and investment administration.
  • Strong organisational skills and attention to detail.
  • APA (Life & Pensions) minimum; working toward QFA essential.
  • Proficient with Word, Excel, and CRM/data systems.
  • Clear communicator and team player.
  • Role

  • Full-time, office-based.
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