Senior Financial Services Administrator

10 Jan 2018
09 Feb 2018
Contract Type
Full Time
Senior Financial Services Administrator
A super opportunity has arisen to join an award winning independent financial services organisation. Our client is seeking an experienced administrator from within the Financial Services industry to provide client servicing support on an ongoing basis. The role will report to the Head of Client Servicing, where your primary role will be to administer client pension plans.
Duties to include:
- Assisting with the processing of new business cases and transfers - Assisting with the processing of transfer out requests - Producing valuations for clients as required - Producing illustrations for new business - Processing client and adviser instructions - Being involved in team projects - Other such duties as required by the team
This really is a great opportunity to join a business that pride themselves on offering a first class service. You will be working with people who are passionate about what they do and who have gained a solid reputation in the industry.
- You must have significant knowledge of pension administration work including SIPP and/or ISAs and knowledge of Trusts would be advantageous - You will have a confident and professional manner when dealing with clients, including advisers, fund managers and other providers - A team player is required as the working environment is such that you may need to work with the team to support each other, so flexibility is key - Strong administration skills and computer literate - use of Word, Excel and databases
Other information:
Salary c25-32k+ DOEFree parkingIt is ideal that you drive/have own transport due to the location of the businessHours - Mon-Fri 9am-5.30pm
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