Administrator - Client Relationship Team

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 25,000 - 30,000; Full time

Job summary

A recruitment consultancy in Scotland is seeking an enthusiastic Administrator for their Client Relationship Team. The role involves high-quality administrative support for retirement products, maintaining relationships with clients and advisors. Ideal candidates will have experience in financial services, attention to detail, and strong communication skills. Proficiency in Microsoft Office and a proactive approach are essential.

Qualifications

• 1-2 years' experience within a financial services or client servicing role.
• Strong interest in pensions or retirement administration.
• Understanding of compliance, due diligence, and anti-money laundering principles.

Responsibilities

• Administer retirement products and process client instructions accurately.
• Handle incoming calls and correspondence from clients and intermediaries.
• Respond to client queries in a professional and timely manner.
• Maintain accurate records on internal systems.
• Liaise with compliance departments to process requests.

Skills

Attention to detail

Communication skills

Client focus

Organizational skills

Numeracy

Tools

Microsoft Office

Client record systems

Job description

Administrator - Client Relationship Team

Job Ref: LF40672

Our client is seeking an enthusiastic Administrator to join their Client Relationship Team. This role offers the opportunity to build relationships with clients, intermediaries and advisors while providing high-quality administrative support for a range of retirement products.

Responsibilities

• Administering retirement products and processing client instructions accurately.
• Handling incoming calls and correspondence from members, intermediaries and introducers.
• Responding to client queries and requests in a professional and timely manner.
• Maintaining accurate records on internal systems and databases.
• Following checklists and procedures to ensure consistency and compliance.
• Liaising with the Client Servicing Team and compliance departments to process requests.
• Reviewing and validating Customer Due Diligence (CDD) documentation.
• Collating and presenting information for client requests in a complete and organised manner.
• Maintaining effective relationships with advisors, introducers and other offices.
• Ensuring all work aligns with company values and service standards.
• Undertaking training as required and assisting with additional administrative projects as the business evolves.

Qualifications

The ideal candidate will have 1-2 years' experience within a financial services or client servicing role and a strong interest in pensions or retirement administration. They will be diligent, numerate and organised, with excellent attention to detail and communication skills. Proficiency in Microsoft Office and familiarity with client record systems are important, along with an understanding of compliance, due diligence, and anti-money laundering principles. The successful candidate will demonstrate a positive work ethic, strong client focus, and a proactive, team-oriented approach.

How to Apply

For a full job description or further information on this role please call 711188, or email [e-mail].

If you wish to apply for this role, please submit your CV via the Apply Now button below.