Administrator

Job Description

Company Introduction

Our client specialises in retirement planning.

Job Responsibilities and Duties

• Handle queries received from Financial Advisors, Business Development Managers, clients, and third parties, ensuring timely and professional responses;
• Follow up on requests and instructions to ensure completion within agreed timeframes;
• Assist with the processing of daily administrative tasks, including investment instructions, updates to member details, and payment processing;
• Ensure all statutory and disclosure requirements are met in line with regulatory deadlines;
• Liaise with internal departments to ensure members’ and beneficiaries’ needs are met effectively;
• Maintain accurate records and ensure administration procedures are followed consistently;
• Build and maintain strong relationships with members, advisors, and third parties;
• Act as a reliable point of contact, delivering a high level of customer service;
• Input and update financial data, ensuring accuracy and completeness at all times;
• Collect, organise, and follow up on audit documentation and related reports;
• Manage multiple tasks while maintaining strong attention to detail and meeting deadlines;
• Ensure all requests are handled in line with internal service level agreements (SLAs);
• Provide support to the General Manager, Pensions Team, and Finance Department on ad hoc tasks and projects.

Experience

• Previous experience within pensions, funds, insurance, or financial services will be considered an advantage;
• Strong written and verbal communication skills in English;
• Good business writing skills;
• Ability to work independently and manage multiple tasks effectively.

Personal Skills

• Strong attention to detail and accuracy;
• Good organisational and time-management skills;
• Ability to prioritise workload and meet deadlines;
• Strong communication and interpersonal skills;
• Proactive and reliable approach to work;
• Team-oriented mindset with the ability to collaborate effectively.