Client Services
3 weeks ago
Would you be interested to join a dynamic and growing financial services company, steeped with expert knowledge in investments and pensions?
Juice is excited to be supporting a well-known Financial Services in their search for a vibrant and switched on individual to join their Client Services Team.
This role has arisen due to growth and sustained new business.
We are looking for looking for an experienced pensions administrator who may currently be working within a pension provider, platform or wealth management employer.
This role is situated within a key function of the Operations team where the team take huge pride in delivering a quality service within deadlines, acting efficiently at all times.
Team work is integral to the team and the results.
**DAY TO DAY**:
Providing excellent customer services to Adviser businesses and networks, dealing with all enquiries and requests in an efficient manner
Liaising with parties to chase outstanding documents
Daily banking of cheques, collating payments
Supporting on all adviser administration in a timely manner
Processing of new investments - working with accuracy and attention to detail at all times
Wider Business administration to include team meetings and ad-hoc project work
Supporting personal development, adhering to FCA guidelines and TCF principles
**WE WOULD LOVE TO SEE**:
A background in Pensions
administration
Exposure to Model Portfolios, Defined pensions benefits and trading is advantageous though not essential.
**AND FOR YOU**:
Professional study support
Discretionary bonus
Flexible working arrangements available on request
Cycle to work and ‘Tech Scheme’
Private medical, income protection and group pension
A bespoke mentoring scheme and employee assistance package
Interest free season ticket loans
Gym membership
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