
Financial Services Administrator
Invest in Your Future, Join Our Team
About the Role
Team: New Client Team
Position: Financial Services Administrator
Salary: £21,000 - £23,000 a year
New Client Administration
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You will process Letters of Authority and input accurate data in our CRM system.
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You will communicate with pension providers daily and chase scheme information.
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You will be responsible for preparing sign up packs and issuing confidential documents to New Clients on schedule to submit new business.
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You will be instrumental in the interpretation, gathering and analysis of key data.
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You will complete analysis of data and ensure all information is correct.
Existing Client Administration
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Submit business to platforms and providers for our existing clients.
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Chase submitted business through to completion.
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Complete skilled reading, interpreting, gathering and analysing data received from providers.
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Carefully and accurately complete and record forms for our existing clients.
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Communicate effectively with clients and 3rd parties.
Essential Skills and Experience
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Has up to date knowledge of relevant pension legislation, regulations and technical developments affecting pension administration.
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Good working knowledge of Microsoft Office applications and experience using a CRM system.
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Experience of working in a client relationship focused, targeted environment.
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Excellent attention to detail and able to work quickly and accurately.
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Excellent organisational and communication skills.
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A-Level qualifications or equivalent.