Retirement Client Relations Specialist

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Opportunity for training and career development

Collaborative work environment

Job summary

Itchyfeet Recruitment Agency is offering a role focused on building and maintaining relationships with clients while managing administrative tasks related to retirement products. The successful candidate will handle incoming queries and ensure compliance with regulations.

Ideal applicants should possess a minimum of 5 GCSE qualifications, relevant experience in client servicing or the financial sector, and strong organisational and communication skills. This position presents opportunities for professional growth and skill development.

Qualifications

• 1-2 years’ experience in a client servicing or financial services role; experience in pensions administration is desirable.
• Understanding of Compliance and Client Due Diligence requirements.
• Familiarity with relevant regulations on Money Laundering and countering Financial Crime.

Responsibilities

• Managing administrative tasks related to retirement products.
• Responding to queries from members, intermediaries, and introducers.
• Collaborating with the compliance department for checks prior to processing requests.

Skills

Communication skills

Organisational skills

Client focus

Attention to detail

Numeracy

Education

Minimum of 5 GCSE qualifications including English and Maths

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Client recording systems

Job description

Itchyfeet Recruitment Agency is offering a role focused on building and maintaining relationships with clients while managing administrative tasks related to retirement products. The successful candidate will handle incoming queries and ensure compliance with regulations.

Ideal applicants should possess a minimum of 5 GCSE qualifications, relevant experience in client servicing or the financial sector, and strong organisational and communication skills. This position presents opportunities for professional growth and skill development.