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- Tasks: Administer retirement products and support the team with efficient processing.
- Company: Reputable provider of retirement solutions with a strong team culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a dynamic team and make a difference in retirement solutions.
- Qualifications: 2-3 years in financial services, attention to detail, and organisational skills.
- Other info: Great opportunity for career growth in a respected company.
The predicted salary is between 28800 - 43200 £ per year.
An excellent opportunity to join a well-regarded provider of retirement solutions. Based within the Client Servicing Team, this non-client-facing role involves the administration of retirement products with exposure to trusts and companies. You will support the wider team with efficient processing and documentation across a variety of retirement structures.
Duties for this role include, but are not limited to:
- Processing administration requests for retirement product plans.
- Preparing transfer paperwork, investment applications, trustee minutes, and resolutions.
- Updating systems including Viewpoint and maintaining accurate records.
- Liaising with banks, investment houses, and other group offices.
- Supporting the Client Relationship Team with processing and internal communication.
- Coordinating with accounts and compliance to ensure timely handling of monetary transactions.
- Working in accordance with the firm’s mission and values.
Skills / Qualifications
The successful candidate will have 2-3 years’ experience in financial services, preferably with exposure to pension administration. Accuracy, attention to detail, and sound organisational skills are key. A working knowledge of compliance and CDD requirements is beneficial.
Administrator - Client Servicing Team employer: Leapfrog Recruitment Consultants
Contact Detail:
Leapfrog Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Client Servicing Team
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of retirement products and compliance requirements. We recommend practising common interview questions with a friend or using online resources to boost your confidence before the big day.
✨Tip Number 3
Showcase your attention to detail! During interviews, share specific examples of how you've maintained accuracy in your previous roles. This will demonstrate that you’re the perfect fit for the meticulous nature of the Administrator position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Administrator - Client Servicing Team
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 2-3 years in financial services and any relevant pension administration experience to catch our eye!
Show Off Your Attention to Detail: Since accuracy is key for this role, include examples in your application that demonstrate your attention to detail. We love seeing how you’ve maintained accurate records or processed complex documentation in the past.
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through! A friendly tone can make your application stand out, so feel free to express why you’re excited about joining our Client Servicing Team.
Apply Through Our Website: We encourage you to submit your application via our website. It’s the easiest way for us to receive your CV and ensures it gets into the right hands quickly. Plus, you’ll find all the info you need about the role there!
How to prepare for a job interview at Leapfrog Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on your knowledge of retirement products and pension administration. Familiarise yourself with the specific duties mentioned in the job description, like processing requests and preparing paperwork. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Attention to Detail
Since accuracy is key for this position, be prepared to discuss examples from your past work where your attention to detail made a difference. Whether it was catching an error in documentation or ensuring compliance, these stories will highlight your suitability for the role.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about the team dynamics, how they handle compliance issues, or what tools they use for record-keeping. It shows you're engaged and genuinely interested in how you can contribute to their success.
✨Demonstrate Team Spirit
Since you'll be supporting the Client Relationship Team and liaising with various departments, emphasise your teamwork skills. Share experiences where you collaborated effectively with others, as this will illustrate your ability to fit into their collaborative environment.
