Financial Services Administrator

OPRA GROUP

Posted 2 days ago, valid for 18 days

Bristol, City of Bristol BS1 6WS, England

£24,000 - £26,000 per annum

Full Time

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Sonic Summary

The job involves representing clients professionally and processing pension transfers and related actions.
Candidates should have a minimum of 2 years of experience in a relevant field.
The role requires effective navigation of in-house systems and liaising with various departments to ensure accurate processing.
Strong communication skills are necessary for handling queries via telephone, email, and letter.
The salary for this position is competitive, and full training will be provided.

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

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Job Coach