At a Glance
- Tasks: Support Advisors with administrative tasks and enhance client experiences in the insurance sector.
- Company: Join Canada’s leading independent wealth management firm focused on client satisfaction.
- Benefits: Enjoy competitive salary, health benefits, career development, and a supportive work environment.
- Other info: Flexible work options and strong community involvement opportunities await you.
- Why this job: Make a real impact by helping Advisors and clients navigate their insurance needs.
- Qualifications: Post-secondary education preferred; experience in client service or financial services is a plus.
The predicted salary is between 40500 - 49500 £ per year.
Permanent Full Time - Investment Planning Counsel (IPC) is one of Canada’s leading independent wealth management firms. We are focused on helping Advisors build better businesses through a remarkable client experience.
Reporting to the Manager, Insurance Link, the Advisor Support Associate provides administrative, operational, and client service support for insurance business within Pinnacle IPC. Working in close partnership with Insurance Specialists and Advisors, this role coordinates their administrative support requests and helps move new and in-force business forward through accurate documentation, proactive follow-up, and dependable service across multiple insurance carriers. This is a non-licensed administrative support role and does not provide insurance advice or recommendations.
What You Will Do
- Coordinate and track applications, forms, signatures, supporting documents, underwriting and policy delivery requirements, and other outstanding information; complete timely follow-ups with Advisors, clients, carrier partners, and internal teams on file status, outstanding requirements, and next steps.
- Support routine policy service requests, including beneficiary, ownership, banking, address, payment, and other administrative changes, in accordance with established procedures.
- Monitor shared mailboxes and work queues, triage and route requests, and maintain accurate case notes, records, reports, and trackers to support case visibility, service levels, and follow-up activity; follow work through to completion.
- Identify missing or inconsistent information, resolve routine administrative issues, and escalate complex, sensitive, or time-critical matters to the Manager or appropriate partner.
- Follow carrier requirements, administrative processes, privacy expectations, and compliance standards while delivering responsive service to Advisors and clients.
- Contribute to process improvements, special projects, and general team coverage.
What you will bring
- Post-secondary education in Business, Administration, Finance, Insurance, or a related field is preferred.
- Experience in insurance administration, advisor support, client service, banking, wealth management, or financial services.
- Knowledge of life and health insurance administration, carrier processes, underwriting workflows, and policy service is an asset.
- Strong organization and prioritization skills, with the ability to manage multiple files, deadlines, interruptions, and competing priorities.
- Exceptional attention to detail and accuracy when handling client information, forms, documentation, and follow-up requirements.
- Professional written, verbal, telephone, and virtual communication skills, with sound judgment and a strong service orientation.
- A proactive, solutions-focused approach, with the ability to build strong working relationships with Insurance Specialists and Advisors, clarify requests and priorities, and work independently while keeping partners informed.
- Proficiency with Microsoft Office applications and comfort learning CRM platforms, carrier portals, and other business systems.
- Bilingualism in French and English is considered an asset.
The base salary for this position is between $41,100 - $68,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
What we offer:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
Pinnacle - Advisor Support Associate in London employer: Canada Life
Canada Life is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong commitment to career development, flexible health benefits, and a supportive work culture, employees are encouraged to thrive in their roles while contributing to the community. The bilingual Customer Service Representative role offers a structured environment where you can make a meaningful impact by assisting clients with empathy and professionalism.
StudySmarter Expert Advice🤫
We think this is how you could land Pinnacle - Advisor Support Associate in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Canada Life. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Canada Life.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Canada Life. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Pinnacle - Advisor Support Associate in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Canada Life and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Canada Life how you can be a team player!
How to prepare for a job interview at Canada Life
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Canada Life.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Canada Life's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
