Financial Services Administrator

OPRA GROUP

Posted 2 days ago, valid for 18 days

Ipswich, Suffolk IP1 3EL, England

£25,000 - £30,000 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 be comfortable navigating in-house systems and liaising with various departments and corporations for accurate processing.
The role requires developing strong working relationships with investors, advisers, and internal teams while handling queries via telephone, email, and letter.
Full training will be provided, making it suitable for individuals new to the field.
The position requires a minimum of 2 years of experience and offers a competitive salary of $50,000 per year.

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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Recruitment Administrator