Financial Services Administrator

OPRA GROUP

Posted 2 days ago, valid for 17 days

Bolton, Lancashire BL1 1LE, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The job involves representing clients professionally and processing pension transfers and related actions such as trades and requests.
Candidates should have at least 2 years of relevant experience in a similar role.
The position requires effective navigation of in-house systems and collaboration with various departments and external corporations.
The role includes handling queries via telephone, email, and letters while maintaining service level agreements.
Salary for this position is competitive, with full training provided to successful candidates.

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

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IPS employment specialist