Senior Administrator - Client Relationship Team
Job Ref: LF
41484
Join a client-focused pensions team where you'll play an important role in managing retirement product administration and supporting high standards of service. You'll oversee complex requests, liaise with financial advisers and contribute to operational improvements while sharing your technical knowledge with colleagues. This is a great opportunity for someone looking to build on their existing pensions expertise.
Location
Duties for this role include, but are not limited to:
- Administer and review retirement products, including complex pension administration matters.
- Maintain a strong understanding of retirement products and associated trust and company structures.
- Respond to member enquiries and administrative requests promptly and professionally.
- Liaise with clients, Independent Financial Advisers and external third parties.
- Prepare and issue retirement product documentation, ensuring requirements are clearly communicated.
- Draft trustee minutes, resolutions and other relevant governance documentation.
- Maintain accurate client records and update information within Viewpoint and other internal systems.
- Ensure administration is completed in accordance with internal procedures and regulatory requirements.
- Coordinate retirement product requests and ensure relevant information is provided to the Client Servicing team.
- Liaise with Accounts and Compliance regarding pension transactions and transfers of funds.
- Monitor outstanding work, deadlines and administrative workflows.
- Support management with reporting, team planning and strategic initiatives.
- Assist with the preparation of information for quarterly Board reports.
- Provide technical guidance, pensions training and mentoring to colleagues.
- Identify opportunities to improve administrative processes and service delivery.
- Support wider projects and business improvement initiatives as required.
Skills / Qualifications
The ideal candidate will have at least 3 years' experience within financial services, including previous pensions administration experience, which is essential for this role. You'll have strong organisational and client relationship management skills, with the ability to handle complex retirement product matters accurately and efficiently. Excellent communication, attention to detail and time management skills are essential, alongside proficiency in Microsoft Word, Excel and Outlook. An understanding of CDD, AML and regulatory requirements would be advantageous, together with experience using client administration systems. You'll be proactive, adaptable and confident working independently while supporting colleagues and maintaining high standards of client service.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.