Financial Services Administrator

5 days ago


Salisbury, United Kingdom CV-Library Full time

Duties:

* Representing the client in a professional manner

* Processing Pensions Transfers

* Processing Pension related actions for example trades, transfers, client or IFA requests

* Navigating and successfully using in house system

* Liaise with other departments and corporations to ensure successful and accurate processing

* Administering work on core processes generated by investors, advisors and internal instructions within agreed service levels

* Developing good working relationships with all Investors, Advisers, third parties and internal teams.

* Dealing with all queries by telephone, email, and letter as appropriate

* Administer work generated by Investors, Advisers and internal instructions within agreed service levels

Full training provided



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