Administrator - Client Servicing Team

Job
Leapfrog Jobs

An excellent opportunity to join a well-regarded provider of retirement solutions. Based within the Client Servicing Team, this non-client-facing role involves the administration of retirement products with exposure to trusts and companies. You'll support the wider team with efficient processing and documentation across a variety of retirement structures.

• Processing administration requests for retirement product plans.
• Preparing transfer paperwork, investment applications, trustee minutes, and resolutions.
• Updating systems including Viewpoint and maintaining accurate records.
• Liaising with banks, investment houses, and other group offices.
• Supporting the Client Relationship Team with processing and internal communication.
• Coordinating with accounts and compliance to ensure timely handling of monetary transactions.
• Working in accordance with the firm's mission and values.

The successful candidate will have 2-3 years' experience in financial services, preferably with exposure to pension administration. Accuracy, attention to detail, and sound organisational skills are key. A working knowledge of compliance and CDD requirements is beneficial.

For a full job description or further information on this role please call 711188 , or email

If you wish to apply for this role, please submit your CV via the Apply Now button below.