New Client Administrator

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About the Role

Team: New Client Team

Position: New Client Administrator

Salary: £21,000 - £23,000 a year

Job Role

  • You will process Letters of Authority and input accurate data in our CRM system.

  • You will communicate with pension providers daily and chase scheme information.

  • You will be drafting advice for the New Client Team on new business.

  • You will be drafting advice reports, fund performance analysis, cost comparison and performance illustrations ready for the client.

  • You will be instrumental in the interpretation, gathering and analysis of key data.

  • You will complete analysis of data and ensure all information is correct.

Essential Skills and Experience

  • Has up to date knowledge of relevant pension legislation, regulations and technical developments affecting pension administration.

  • Good working knowledge of Microsoft Office applications and experience using a CRM system.

  • Experience of working in a client relationship focused, targeted environment.

  • Excellent attention to detail and able to work quickly and accurately.

  • Excellent organisational and communication skills.

  • A-Level qualifications or equivalent.

Our Offer

  • A competitive salary.
     

  • Industry leading training and development schemes.
     

  • Paid social events.
     

  • Enhanced holiday package.

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