Financial Services Administrator

Duties:

• Representing the client in a professional manner


• Processing Pensions Transfers


• Processing Pension related actions for example trades, transfers, client or IFA requests


• Navigating and successfully using in house system


• Liaise with other departments and corporations to ensure successful and accurate processing


• Administering work on core processes generated by investors, advisors and internal instructions within agreed service levels


• Developing good working relationships with all Investors, Advisers, third parties and internal teams.


• Dealing with all queries by telephone, email, and letter as appropriate


• Administer work generated by Investors, Advisers and internal instructions within agreed service levels

Full training provided