Business Support Officer

LV=; England; On-site; GBP 22,000 - 30,000; Full time

Job summary

LV= is offering a 9-month fixed-term opportunity in Retirement Advice Solutions in the UK. You will provide pre- and post-completion support to customers and colleagues, helping advisers deliver advice and ensuring pension funds are released in line with regulations.

The role emphasizes strong customer service, attention to detail, and effective use of back-office systems. This position supports a culture of inclusion and the LV= commitment to protecting members’ futures.

Qualifications

• Proven ability to provide administrative support to multiple teams.
• Experience delivering administrative tasks in a financial services context.
• Strong attention to detail and ability to meet deadlines.
• Proficient in MS Office and able to learn new systems quickly.
• Excellent written and verbal communication skills.

Responsibilities

• Provide administrative support to both the financial advisory and non-advisory teams.
• Complete sales fulfilment for retirement products, ensuring SLAs are met.
• Oversee applications moving from 'submitted' to 'issued' status with customers, advisers and providers.
• Gather pension scheme information at pre-application stage to support advisors and log details.
• Create and distribute packs for customers with all relevant paperwork.
• Complete ad-hoc tasks to support the business area (admin and telephony).
• Ensure work is completed in line with LV= compliance procedures.
• Book and schedule ongoing reviews and complete follow-up tasks.

Job description

About The Role

We are pleased to offer a 9-month fixed-termopportunitywithin the LV= Retirement Advice Solutions area. You'll focus on providing pre and post-completion support to customers and colleagues, enabling financial advisers to deliver their advice offerings effectively, and pension funds to be released in accordance with regulations.

As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families, and finances.

Joining us means becoming part of a team that puts our members, customers, and advisers at the heart of everything we do.

We’re committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported, and valued – reflected in our recognition as one of the Financial Times UK’s Best Employers in 2025 and 2026.

We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=.

Key Accountabilities

• Provide administrative support to both the financial advisory and non-advisory teams.
• Complete sales fulfilment for retirement products, ensuring SLAs are met.
• Oversee applications moving from 'submitted' to 'issued' status (including liaison with customers, Financial Advisers and third-party pension providers via phone and email.
• Gather relevant pension scheme information at pre-application stage to support advisors, and log details onto back-office systems accurately.
• Create and distribute packs for customers, ensuring all relevant paperwork is included.
• Complete ad-hoc tasks to support the success of the business area (typically admin and telephony).
• Ensure work is completed in line with LV= compliance procedures.
• Book and schedule ongoing reviews, and complete any follow-up tasks.

About You

• Strong communication and listening skills.
• Ability to build positive working relationships.
• Excellent customer service experience.
• Self-motivated and organised.
• Able to learn quickly.
• Strong literacy and numerical skills.
  
• CF4 - desirable but not essential.
• Some knowledge of MS Office and Adobe desirable.
• Attention to detail.

Please note that your base band benefits will not change if you are offered this role as a secondment (internal candidates only).

About Us

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.
Go on, bring your true self to LV=.