Within this role you will provide accurate and effective operations support for the Retirement and Savings business. Duties will include reconciling bank accounts, allocating premiums to client policies, processing withdrawals and switch / redirection requests accurately and timely monitoring change requests and processing new joiner applications as well as monitoring and updating CRM entries for CDD and tax details, reconciling fee accounts and chasing debtors. This role would best suit an individual with at least 2 years’ financial services experience, and experience with operations in a fund or pension processing environment, who has an excellent eye for detail.
If you would like to find out more about the client and this fantastic opportunity, please contact our expert recruiters today, either by email firstname.lastname@example.org or by calling 01481 722817, alternatively you can submit your CV to our team by clicking here. Please feel assured that all enquiries will be treated with the utmost discretion.