Administrator

Administrator

Invest in Your Future, Join Our Team.

About our client :

Our client is an award-winning FT Top 100 Advice Firm who deliver outstanding customer care in pension advice, retirement planning and investment services. Our growth is based on our straightforward approach to financial advice and our focus on the service we provide to everyone we work with.

We are continuously expanding and are looking to recruit and retain the best talent. If you are ambitious and proactive, our organization will provide you with an environment to thrive in. We offer competitive salaries, personalized training programs, study support and endless development opportunities to our people.

This role is ideal for an organized and motivated individual looking to build a career in financial services administration.

The key responsibilities will look like :

• Processing Letters of Authority and inputting accurate data into our CRM system.
• Communicating with pension providers daily and requesting scheme information.
• Interpreting, gathering and analysis of key data.
• Analysis of data to ensure all information is correct.
• Submitting business to platforms and providers for our existing clients.
• Ensuring submitted business is progressed through to completion.
• Carefully and accurately completing and recording forms for our existing clients.
• Communicating effectively with clients and 3rd parties.

What we're looking for :

Job purpose :

Reporting to : RFS & Retirement Servicing Manager

Key responsibilities :

General responsibilities :

Critical tasks :