Client Administrator

  • Permanent, full-time
  • Bristol
  • Posted 2 months ago

Flair

Do you have administrative experience? Are you a graduate looking to progress your career in a thriving financial services firm? This could be the role for you.

A leading provider for Wealth and Investment Management is looking for a Client Administrator to join their experienced team.

In this position you will:

  • Liaise with customers and financial advisors to ensure pension products are managed suitably
  • Be responsible for managing pension transfers
  • Handle maturity and drawndown quotes
  • Inform customers of the options they have under pension freedom changes

Your skills:

  • You are a confident communicator who can liaise with people across all levels
  • You have strong organisational and time management skills
  • You have previous experience in administration within financial services
  • You are IT literate, with experience in MS Office (including Excel and Word)
  • You ideally have experience of personal pensions

This role would suit someone who has administrative experience within a financial services environment. If you want to work in a firm that is renowned for its care for the growth and progression of its employees, please contact Leah at Flair 4 Recruitment for more information.

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