Junior/Client Services Pensions Administrator

Guildford, Surrey
20 Jun 2019
25 Jun 2019
Contract Type
My client is highly respected organisation has a proven reputation for providing clear, innovative and flexible financial solutions that is second to none. There offices in Surrey is now seeking a Junior/Client Services Administrator to provide an administrative service to both clients and Consultants.

Experience will be considered from those with relevant industry experience OR someone with some understanding of the financial services industry who is looking to progress and develop a long-term career.

Whether with experience or with training, responsibilities will be varied and include but not be limited to:
  • Create and maintain client records on CRM, as well as ensuring AML is up to date and recorded on the system
  • Liaising with clients and third parties as necessary to process client requirements
  • Dealing with the New Business processes, including pre-populating forms needed to send to clients, checking forms on return and chasing any outstanding documents or information
  • Send documentation to provider or process online, whilst keeping the client up to date with the progress of their application
  • Prepare annual review valuations
  • Address and answer clients' and intermediaries' administrative queries
  • Undertake any projects or duties requested by the Planners or Principals in a timely and accurate fashion
  • Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
  • Prepare client review packs for Planner's client meetings
  • Maintain recurring activities for reviews, cash balance queries and drawdown reviews

As mentioned above, experience will be considered from applicants with previous relevant client services administration experience gained within an IFA environment OR from applications with an understanding/knowledge of the financial services industry who are looking to develop a long-term career.

This is very much a position where you will have the opportunity to continuously develop your career and experience through the progress of professional qualifications (this will be fully supported) and ongoing training, coupled with a competitive package, including contributory pension scheme, life cover, private medical cover, income protection and discretionary bonus scheme.

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