Administration Associate

About the role

The Administration Associate provides essential administration and sales support to the Individual Financial Planning team within the People Solutions practice. This role ensures client queries are handled efficiently, services are coordinated, and regulatory compliance is maintained.

Key responsibilities

• Understand client requirements and deliver an exceptional customer experience.
• Develop close working relationships with product providers and liaise on various issues.
• Provide day‑to‑day servicing support to the financial planning team, aiding business retention and growth.
• Ensure compliance with regulatory guidelines and internal controls.
• Monitor and review daily pipeline performance, implementing workflow processes.
• Assist with general office administration tasks and project work throughout the year.
• Coordinate the use of other Lockton specialist teams when required.

Required profile

• Exceptional client relationship skills.
• Strong time‑management ability with focus on priorities, targets and deadlines.
• Proactive approach to process improvement and critical thinking.
• Demonstrated desire to learn, research information and make actionable recommendations.
• QFA qualification and experience in operations, preferably within a brokerage, is an advantage.

Required skills