Senior Administrator, Transfers & Distributions

Overview

Our client is looking for a Senior Administrator to support the Employer Solutions division in the execution and trustee review preparation for distributions, transfers, and pension requests. This permanent, hybrid role involves working with ultra-high net worth (UHNW) and high net worth (HNW) individuals, assisting Relationship Managers, and ensuring all client requests are handled promptly and accurately under the guidance of an Assistant Manager.

• Execute and prepare trustee reviews for complex recommendations regarding distributions, transfers, and pension payment requests.
• Manage varied client work, ensuring all tasks are completed within set deadlines.
• Assist with maintaining relationships with UHNW and HNW participants, ensuring their needs are met in a timely manner.
• Receive and action correspondence according to the service level agreement.
• Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place.
• Assist with client and participant queries, providing prompt and accurate responses.
• Document trustee decision-making processes.
• Build and maintain knowledge of client plan structures.
• Adhere to the Group s contractual, statutory, and procedural obligations, ensuring compliance with all guidelines.
• Source legal and tax advice when necessary.
• Maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are met.
• Ensure strong administration practices to retain existing clients.
• Adhere to Continuing Professional Development (CPD) requirements in accordance with qualification level and in-house procedures.

• Excellent telephone communication skills, with experience handling difficult calls.
• Ability to work under pressure and meet tight deadlines.
• High level of accuracy and attention to detail.
• Experience in administration, ideally within employee benefits.
• Strong written and oral communication skills.

This role offers an excellent opportunity to develop professionally within the Employer Solutions division while managing a variety of interesting client work. You'll have the chance to collaborate with UHNW and HNW individuals, providing a premium service in a supportive and dynamic environment. The hybrid working structure provides flexibility, allowing you to balance work and personal commitments effectively.

Register today, confidentially, with one of our friendly and dedicated recruitment specialists by.