Retirement Product Admin & Client Relations Specialist

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 25,000 - 34,000; Full time

Job summary

Itchyfeet Recruitment Agency in the United Kingdom is seeking a diligent retirement products administrator to join a dynamic team. You will handle day-to-day administration of retirement products, respond to queries from members and Financial Advisors, and liaise with investment houses and banks to ensure accurate processing.

This full-time role involves updating systems, following checklists, preparing trustee minutes, and collaborating with a shared Service Centre in Mauritius.

Qualifications

• Minimum 5 GCSE qualifications (grade C or above) including English and Maths.
• 2-3 years' experience in a financial services role.
• Experience in pensions administration is desirable.
• Proficient in Microsoft Word, Excel, and Outlook.
• Familiarity with manual and electronic client recording systems.
• Understanding of compliance and client due diligence requirements.
• Knowledge of Money Laundering regulations and financial crime controls.
• Excellent numeracy, diligence and organisational skills.
• Strong communication skills, including email drafting and telephone response.
• Good client focus and attention to detail.
• Collaborative team player with effective time management.

Responsibilities

• Handling administrative tasks related to retirement products.
• Responding to queries from members and Financial Advisors regarding administrative requests.
• Providing clear updates to the Client Relationship Team.
• Liaising with investment houses, banks, and other financial institutions.
• Updating Viewpoint and other relevant systems.
• Following checklists for accurate task administration.
• Preparing and dispatching documentation, including transfer paperwork and investment applications.
• Preparing trustee minutes and resolutions.
• Managing retirement product requests in a timely manner.
• Communicating with compliance and accounts departments regarding monetary movements.
• Collaborating with a shared Service Centre in Mauritius.
• Participating in training as necessary.
• Performing other duties as required by the role demands.

Skills

Numeracy

Communication

Organisational skills

MS Office

Education

GCSEs (English & Maths)

Tools

Microsoft Word

Excel

Outlook

Job description

Itchyfeet Recruitment Agency in the United Kingdom is seeking a diligent retirement products administrator to join a dynamic team. You will handle day-to-day administration of retirement products, respond to queries from members and Financial Advisors, and liaise with investment houses and banks to ensure accurate processing.

This full-time role involves updating systems, following checklists, preparing trustee minutes, and collaborating with a shared Service Centre in Mauritius.