Business Support Officer

We are pleased to announce a fantastic opportunity for an organised, customer-focused individual to join our established Retirement Advice Solutions business area as a Business Support Officer.

Within this exciting opportunity, the successful candidate will provide strong levels of support to our Retirement Advice Solutions business, by overseeing new pension product applications, ensuring these are completed fully and accurately, and processing them accordingly.

You’ll liaise with customers, Financial Advisers and third-party pension providers, to ensure a positive and consistent LV= customer journey, enabling our financial advisers to deliver advice effectively, and subsequently helping us release pension funds in accordance with appropriate regulations.

The role is offered on a permanent, full-time basis (35 hours per week). Hybrid working may be possible once a period of training has been completed successfully, however the role will be predominately based from our Bournemouth office.

Key Responsibilities

• Providing strong administrative support to both the financial advisory and non-advisory teams, plus the Equity Release department where required.
• Taking ownership of retirement product sales being completed, ensuring all SLAs are adhered to.
• Progressing and monitoring applications from submission to an issued status – this will include corresponding with customers, Financial Advisers and third-party pension providers in a timely and accurate manner.
• Gathering detailed pension scheme information at pre-application stage to support with adviser calls and adding the information into back-office systems accurately.
• Creating and distributing packs to customers, ensuring that all relevant paperwork is included and is accurate.
• Completing ad-hoc administration and calls when required, to support the success of the Retirement Advice Solutions business area.
• Meeting consumer requirements, in line with the relevant compliance policies.
• Consistently prioritising customer experience and ensuring customer data is handled sensitively and in line with GDPR requirements.

• Demonstrate strong administrative experience (within an annuity/pension-focused business - an IFA or pension provider would be desirable but is not essential).
• Be an excellent communicator, with the ability to listen well and record information accurately.
• Have a keen eye for detail, with the ability to spot possible errors or spelling mistakes and ask for further information when required.
• Build and maintain strong relationships with colleagues, customers and stakeholders.
• Be passionate about providing a consistently positive customer service experience.
• Be self-motivated, with good organisation skills and the ability to manage your workload and diary independently.
• Be part of a team with the ability to collaborate on projects and group work where necessary.
• Support our continuous improvement efforts and contribute your suggestions to the team.
• Possess good literacy and numeracy skills, with the ability to use Microsoft Office programmes and telephony systems.
• Possess some knowledge of the Financial Services industry (desirable but not essential).
• Be CF4-qualified (desirable but not essential – we can support you with this qualification within the role).

Rewards & Benefits 

This role is a Band B in the LV= salary structure.

Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i.e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold.
At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers. We’ll reward your hard work with an attractive, competitive salary and benefits package, which includes: 

• 26 days' holiday – increasing after two years of service to 28 days
• The opportunity to buy or sell up to five days of holiday
• An annual bonus scheme based on company and personal performance
• Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance
• Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements)
• Group Life Assurance of four times your basic pay to your dependents (you’ll have the option to increase this to 8 x cover),
• Group Income Protection, if you enrol into the pension scheme and reach 5 years of service
• Employee Assistance Programme (EAP) service for support when you need it.
• Virtual GP service.
• Shared parental leave.
• Up to 20% discount on our life products for you and your immediate family.

We’re proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it’s right for you, our members and customers, and our business, then we’ll do everything we can to make it happen.

We’re also open to conversations about flexible working as part of your application - if it’s right for our customers, our business and for you, then we’ll do everything we can to make it happen. 

Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered.

Go on, bring your true self to LV=.