We are looking for an organised Client Services Administrator for our retirement products team in a non-client-facing role. Responsibilities include day-to-day administration of retirement products, focusing on trusts and companies, while collaborating with internal teams for service delivery.
The successful candidate’s duties will include preparing and dispatching documentation, updating systems like Viewpoint, drafting trustee minutes, and following checklists to complete a wide range of administrative tasks. They will liaise with investment providers, banks, and other internal departments, including accounts and compliance, helping to process fund movements and ensure all actions are compliant and timely.
The ideal candidate will have 2-3 years’ experience in financial services, strong administrative skills, and a keen eye for detail. Pension experience is desirable but not essential. Proficiency in Microsoft Office and a strong understanding of internal systems and compliance requirements are also key.
If you’re a team player with a proactive approach and a strong work ethic, this is a great opportunity to grow within a supportive and values-driven organisation.
More information about this role is available upon request – contact the team today for further details.