Retirement Services Coordinator

7 days ago


Belfast, United Kingdom Mattioli Woods Careers Full time

We are currently recruiting for a Retirement Services Coordinator to join our team in Belfast. This exciting opportunity allows for flexible working arrangements, including remote work options once training is complete.

In this role, you will be responsible for coordinating the administration of SIPP, SSAS, and personal client portfolios. You will work closely with Client Relationship Managers (CRMs) to ensure that our clients receive exceptional service and support.

Your key responsibilities will include:

  • Coordinating with the CRM team to resolve client issues;
  • Developing and maintaining accurate records and reports;
  • Providing timely and effective responses to client inquiries;
  • Maintaining up-to-date knowledge of industry developments and regulatory requirements;

A competitive salary of £25,000 - £32,000 per annum, depending on experience, is offered for this dynamic role.



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