Financial Services Administrator
5 days ago
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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