Financial Services Administrator

OPRA GROUP

Posted 2 days ago, valid for 18 days

Salisbury, Wiltshire SP11AH, England

£24,000 - £26,000 per annum

Full Time

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Sonic Summary

The job involves representing clients professionally and processing pension transfers and related actions.
Candidates should have at least 2 years of experience in a similar role to effectively navigate in-house systems and liaise with various departments.
The role includes administering work generated by investors, advisors, and internal instructions while maintaining agreed service levels.
Strong communication skills are essential for handling queries via telephone, email, and letter.
The position offers a salary of $45,000, 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

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