Pensions Administrator

Posted 26 January by Atlas Commercial Recruitment

We are currently recruiting for a fantastic financial services organisation that is seeking to recruit an experienced Administrator with exposure to Pensions administration join their business.

Duties will include:

  • Maintain an up to date knowledge of company policies and procedures
  • Ensure timely execution of client instructions, cheques, contract notes and policy documents (when applicable)
  • Ensure adherence to company procedures and standards
  • Refer all client complaints and concerns promptly to your manager, the Adviser and the Compliance Officer
  • Communicate with colleagues, clients and product providers in a professional manner
  • Attend regular operations meeting to discuss ongoing work and raise any queries
  • Personal support to the Adviser
  • Diary management
  • Deal with all bespoke Adviser queries and requests
  • Monitor the adviser's opportunities on a weekly basis
  • Prepare meeting packs
  • Act as a point of contact for the client in the adviser's absence and deal with client queries
  • Book all client meetings including annual review meetings
  • Check all client related compliance and AML documents are certified and valid
  • Prepare review packs, obtaining portfolio valuation report from Business Support and send in the post to the client when applicable
  • Submit all forms and letters of instruction to product providers
  • Communicate with product providers to track status of procedures
  • Keep the Adviser and client informed of progress of application through to completion
  • Keep internal system maintained and up to date

Key skills and experience required:

  • Previous experience of the above duties
  • Exposure to Pensions administration would be a distinct advantage
  • Must have come from an FS background providing support to Advisers
  • Must be able to handle a busy workload
  • You must be confident and highly organised
  • Must be able to build and develop relationships
  • Possess outstanding internal and external communication skills (written and verbal)
  • Strong PC skills
  • Experience/knowledge of AML would be an advantage
  • Must a be 'thick skinned', strong character and a self-starter

Apply now for this excellent opportunity.

Reference: 34333887

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