Pensions Administrator

1 week ago


Manchester, United Kingdom Bruin Full time
Job Title: Pensions Administrator

We are seeking an experienced administrator to join our team at Bruin Financial. As a Pensions Administrator, you will be responsible for providing administration support to the 'Know Your Client' area of the business.

Main Responsibilities:

* Confirm and record clients' personal data
* Liaise with clients by phone to confirm information submitted by the client
* Outline processes to help the client prepare to enter the advice process

Requirements:

* Previous office administration, secretarial, and/or customer service experience within professional or financial services
* Ability to work in a hybrid environment with a home/office split
* Willingness to qualify in further qualifications such as Financial Planning exams to Certificate or Diploma level

About Us:

Bruin Financial is a Chartered Financial Planning practice dedicated to providing exceptional service to our clients. We offer a supportive and dynamic work environment, and we are committed to helping our employees grow and develop their careers.

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