Senior Support - Life and Pensions

Senior Support for Life and Pensions within the Wealth Advisory team. The role involves supporting a lean team of advisors and Private Clients and Employee Benefits teams, assisting with new business lifecycle and ongoing management, preparing new business documentation, liaising with pension and investment providers, ensuring compliance and high standards of client files, and supporting client meetings. Must have strong MS Office proficiency (Excel, PowerPoint, Word), good written and verbal communication, be self-motivated, and able to work collaboratively in a team while also functioning independently. Desirable additional qualifications include compliance and project management.