At a Glance
- Tasks: Support the Employer Solutions division with distributions, transfers, and pension requests.
- Company: Join a dynamic firm focused on ultra-high net worth clients.
- Benefits: Enjoy hybrid working flexibility and professional development opportunities.
- Why this job: Work with high-profile clients in a supportive environment while honing your skills.
- Qualifications: Strong communication skills and attention to detail are essential; administration experience preferred.
- Other info: This is a permanent role with opportunities for growth and learning.
The predicted salary is between 43200 - 72000 £ per year.
Our client is looking for a Senior Administrator to support the Employer Solutions division in the execution and trustee review preparation for distributions, transfers, and pension requests. This permanent, hybrid role involves working with ultra-high net worth (UHNW) and high net worth (HNW) individuals, assisting Relationship Managers, and ensuring all client requests are handled promptly and accurately under the guidance of an Assistant Manager.
Job Duties:
- Execute and prepare trustee reviews for complex recommendations regarding distributions, transfers, and pension payment requests.
- Manage varied client work, ensuring all tasks are completed within set deadlines.
- Assist with maintaining relationships with UHNW and HNW participants, ensuring their needs are met in a timely manner.
- Receive and action correspondence according to the service level agreement.
- Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place.
- Assist with client and participant queries, providing prompt and accurate responses.
- Document trustee decision-making processes.
- Build and maintain knowledge of client plan structures.
- Adhere to the Group's contractual, statutory, and procedural obligations, ensuring compliance with all guidelines.
- Source legal and tax advice when necessary.
- Maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are met.
- Ensure strong administration practices to retain existing clients.
- Adhere to Continuing Professional Development (CPD) requirements in accordance with qualification level and in-house procedures.
Job Requirements:
- Excellent telephone communication skills, with experience handling difficult calls.
- Ability to work under pressure and meet tight deadlines.
- High level of accuracy and attention to detail.
- Experience in administration, ideally within employee benefits.
- Strong written and oral communication skills.
What You'll Love:
This role offers an excellent opportunity to develop professionally within the Employer Solutions division while managing a variety of interesting client work. You'll have the chance to collaborate with UHNW and HNW individuals, providing a premium service in a supportive and dynamic environment. The hybrid working structure provides flexibility, allowing you to balance work and personal commitments effectively.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists.
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator, Transfers & Distributions
✨Tip Number 1
Familiarise yourself with the specific needs and expectations of UHNW and HNW clients. Understanding their unique requirements will help you demonstrate your ability to provide tailored support during interviews.
✨Tip Number 2
Brush up on your knowledge of pension regulations and compliance standards relevant to transfers and distributions. Being well-versed in these areas will show your commitment to maintaining high standards in administration.
✨Tip Number 3
Practice your telephone communication skills, especially in handling difficult calls. Role-playing scenarios can help you feel more confident and prepared for real-life situations you may encounter in this role.
✨Tip Number 4
Network with professionals in the employee benefits sector. Engaging with others in the field can provide insights into best practices and may even lead to referrals or recommendations for the position.
We think you need these skills to ace Senior Administrator, Transfers & Distributions
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly within employee benefits. Emphasise your attention to detail and ability to manage client relationships, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Senior Administrator position and how your skills align with the job requirements. Mention your experience with UHNW and HNW clients, and provide examples of how you've successfully managed complex tasks under pressure.
Showcase Communication Skills: Since excellent communication skills are essential for this role, include specific examples in your application that demonstrate your ability to handle difficult calls and provide accurate responses to client queries.
Highlight Compliance Knowledge: Mention any experience you have with compliance and statutory obligations in your application. This will show that you understand the importance of adhering to guidelines and can maintain accurate records of client entities.
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Showcase Your Communication Skills
As the role requires excellent telephone communication skills, be prepared to demonstrate your ability to handle difficult calls. Practice articulating your thoughts clearly and confidently, as this will be crucial in managing relationships with UHNW and HNW clients.
✨Highlight Your Attention to Detail
Given the high level of accuracy required for this position, come prepared with examples that showcase your attention to detail. Discuss specific instances where your meticulousness has positively impacted your work, especially in administration or client management.
✨Demonstrate Your Ability to Work Under Pressure
This role involves meeting tight deadlines, so be ready to discuss how you manage stress and prioritise tasks effectively. Share experiences where you successfully navigated high-pressure situations while maintaining quality in your work.
✨Familiarise Yourself with Client Plan Structures
Understanding client plan structures is essential for this role. Before the interview, take some time to research common structures used in employee benefits. This knowledge will not only impress your interviewers but also show your commitment to the role.