Team: New Client Team

Position: Financial Services Administrator

Salary: £21,000 - £23,000 a year

New Client Administration

• 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

• 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

• 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.