To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To build relationships with clients and maintain regular contact.
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
We're seeking an experienced Client Services Administrator to join our ranks.
As part of one of the UK's leading independent financial advisory and wealth management firms, you'll play a crucial role in supporting our clients and financial advisors.
Are you passionate about financial services and eager to contribute to a dynamic team?
I am currently looking for an experienced Pension Administrator to join a global pensions consultancy who are in the midst of an exciting transition / growth phase.
The ideal candidate will preferably need experience in administering defined benefit pension schemes, and will need to be progressing with a PMI (Pensions Management Institute) accreditation or be willing to pursue.
Responsibilities
Execute pension administration tasks meticulously, maintaining strict adherence to internal protocols and company policies.
As the Property Administrator, you will be responsible for providing administrative support to the property management team and ensuring the smooth operation of tenant and property administration.
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I am currently looking for a number of experienced Principal Pension Administrator to join a global pensions consultancy who are in the midst of an exciting transition / growth phase.
The Principal Pension Administrators will report directly to the CSD Team Managers and be responsible for managing 2 Senior Administrators and up to 4 Administrators.
The ideal candidate needs to have experience as a Senior Pensions Administrator and be CPC qualified or be willing to pursue a PMI (Pensions Management Institute) accreditation.
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Managing workload using a personal diary system.
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The role would involve responding to emails from the group inbox in a timely manner, chasing fee earners each month to reduce WIP, ensuring proformas are actioned 3 times a day and to bill on time.