Pension Client Administrator

4 weeks ago


Bristol, United Kingdom Talent Finder Full time

**Pension Client Administrator | Bristol | £20,000- £23,000 per annum | Maternity cover starting the end of Feb 2023 for approx. 1 year and 3 months**

Our client has been providing financial solutions for clients since 1986. The team strive to develop deep and positive relationships with their clients based on trust, transparency and clear communication.

In this role, you will work within the administration team in assisting in the processing of client and company information, recording client information on to the Intelligent Office database system, answering the phone to corporate and individual clientsand assisting with their enquiries.

You will work 9am-5pm Tuesday and Thursday in the office, and 9am-5pm Monday, Wednesday and Friday from home.

**What can you expect in return?**
- 23 days paid holiday + bank holidays
- Company Pension contributions

**Are you the right person for the job?**

No specific qualifications are required though a general understanding and experience of working in the financial services industry will be required.

**What will your role as a Pension Client Administrator look like?**
- First point of contact to provide clients with professional support and accurate information
- Assisting corporate clients with administering their pension scheme, including: managing monthly pension payment submissions and new joiners
- Adding new corporate and individual clients, updating records on IO
- Daily administrative tasks including collecting and sorting the post, scanning correspondence to IO
- Individual workflow and task delivery
- Liaising with product providers and other relevant third parties
- Respond to clients and internal queries in a timely manner and accurately
- Produce and maintain accurate and complete documentation/correspondence in a compliant manner
- Ensuring that all regulatory and compliance standards are met
- Ad hoc project work as required
- Supporting Senior Client Administrators, Client Services Managers and Advisers
- Keeping up to date with legislative and industry changes which affect the business and its clients

**What’s next? It’s easy Click “APPLY” now We can’t wait to hear from you



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