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Job Role : Senior Client Services Administrator

Job Type : Permanent

Location : Guildford, Surrey

Salary : £25,000 to £35,000

Reference : P 11198

Job Specification

Our client is a leading Pensions & Savings company based in Surrey and London.
Due to further expansion they are looking for a skilled Senior Client Services Administrator from the Pensions sector to join their talented team.

If you are skilled in Pensions Administration, this is a superb opportunity to join a fantastic team.

Knowledge & experience required for this role includes;

Proven client services administration experience gained within an IFA environment focused on holistic financial planning for private clients encompassing pensions, investment and protection

Demonstrates administration experience of the complete life cycle of processing client business

Previous technical report writing skills whilst not essential may be advantageous in particular when supporting paraplanners in the generation of more basic/simplistic reports

High standard of competency and knowledge of:

CRM system and client reporting, previous experience of AO would be preferable (or a comparable package)

IT systems and software (Microsoft Word, Excel, PowerPoint) including provider websites for processing

Training, education & qualifications;

Good general education, including GCSE Mathematics and English grade B or above or equivalent qualification. Ideally educated to A Level standard or equivalent qualification (or individuals deemed ‘qualified by experience’ would be considered)

Achieved or working towards Certificate in Financial Planning (or equivalent qualification)

Skills, abilities & personal qualities;

A self-motivated approach to professional and personal development

Able to listen and follow instructions and procedures, and assimilate information quickly in a consistent and accurate manner

Able to proactively take ownership and responsibility for own workload

Enthusiastic, positive and flexible approach to work pressures

A high degree of accuracy and attention to detail both written and numerical is required in order to perform their duties

Confident communicator, able to communicate effectively, professionally and concisely in writing, face to face and over the telephone

Able to work as part of a multi-disciplined team with a positive ‘can do’ attitude

Good analytical and problem solving skills, capable of anticipating, resolving and owning problems through to resolution

Able to recognise the need for a customer focused approach to service delivery both in terms of quality and exceeding customer expectations.

Focus on commerciality and time/cost whilst undertaking all chargeable activity




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