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Pensions Client Administrator

Job Title: Pensions Client Administrator
Contract Type: Permanent
Location: Epsom, Surrey
Industry:
Salary: £23000 - £28000 per annum + Benefits
Reference: 10836/001_1556198478
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: April 25, 2019 14:21

Job Description

Our client is a leading financial planning business. They are looking at expanding the client administration team.

The Administration Team's main role is to provide a wide range of support to our team of Financial Advisers and assist them in delivering a high level of service to our clients. The administration team's responsibilities include actioning the implementation of advice given to clients, the collection of policy information from product providers and the coordination and delivery of client documentation. As a member of the Administration Team, you will play a key part in the overall performance of the company.

The Client Administrator reports directly to the Client Manager and has a close working relationship with the Administration, Paraplanning and Advisory teams.

Key Responsibilities:

The Administrator will be responsible for, although not limited to, the following tasks:

  • Processing new client documentation
  • Preparing and submitting new product applications
  • Collating and sending quarterly investment reports to clients
  • Liaising with our Australian offices in Sydney, Melbourne and Perth
  • Organising currency trades on behalf of their clients
  • Communicating with pension providers to obtain information in a timely manner
  • Chasing pension transfers from ceding schemes
  • Answering phone calls and responding to emails from clients and business partners
  • Managing and building relationships with service providers and clients
  • Processing overseas and UK transfers
  • Assisting the Client Manager with ad-hoc tasks
  • Updating the client database (Salesforce)
  • Overseeing and arranging investments and disinvestments
  • Arranging pension benefit requests to pension providers
  • Preparing and submitting UK product applications, including ISAs, Protection, GIAs, Annuities & Trusts
  • To produce great administration work in a progressive, small and fast-paced team

Benefits

  • 23 Days holiday per annum + Bank Holidays
  • Target related bonus
  • Company Workplace Pension scheme (sliding scale of contribution options available)
  • Training & exam support to obtain industry qualifications or other specific job-related qualifications
  • Season Ticket Loan
  • Annual Car Park Permit Loan

Skills

Must have

  • At least 3 years financial services experience
  • Client / customer service experience
  • Good typology, grammar and spelling
  • Confident phone manner and excellent communication skills
  • Efficient with Microsoft Word and Microsoft Excel
  • High attention to detail and accuracy
  • Ability to work well in a team
  • Administration background

Desirable

  • Financial services qualifications / working towards
  • Previous use of a client database, such as Salesforce
  • Experience of working in a Financial Advisory firm
  • Pensions experience
  • Bonds, investments, life cover, ISA experience