This role involves building and maintaining relationships with members, their appointed advisors, and other third parties, while also liaising internally to coordinate administrative tasks. Key responsibilities will encompass day-to-day administration of retirement products, which includes managing incoming phone calls from members, intermediaries, and introducers. The successful candidate will respond to member queries and administrative requests, ensuring accuracy in updating relevant systems. Following established checklists will be essential for effective administration, while clear communication with the Client Servicing Team is necessary for processing requests. It is important to validate the suitability of new requests by conducting internal reviews and checking Customer Due Diligence documents. The role requires the individual to handle all retirement product requests in an organised and timely manner. Collaborating with the shared Service Centre and the compliance department will be necessary to ensure compliance checks are conducted accurately.
Job Duties:
- Managing administrative tasks related to retirement products
- Handling incoming phone calls from members, intermediaries, and introducers
- Responding to and actioning member queries and administrative requests
- Updating Viewpoint and other relevant systems
- Following a range of checklists to ensure accurate administration
- Liaising with and providing clear instructions to the Client Servicing Team
- Responding to queries from members, intermediaries, introducers, and other offices
- Checking the suitability and validity of new requests received
- Reviewing Customer Due Diligence documents to ensure they are valid and certified correctly
- Handling retirement product requests, presenting information in a complete and organised manner
- Collaborating with the shared Service Centre based in Mauritius
- Working closely with the compliance department for checks prior to processing requests
- Maintaining relationships with advisors and introducers
- Upholding the Mission, Vision, and Values of the organisation
Job Requirements:
- Minimum of 5 GCSE qualifications (grade C or above) including English and Maths
- 1-2 years’ experience in a client servicing or financial services role; experience in pensions administration is desirable
- Good working knowledge of Microsoft Word, Excel, and Outlook
- Familiarity with manual and/or electronic client recording systems
- Understanding of Compliance and Client Due Diligence requirements
- Awareness of relevant regulations on Money Laundering and countering Financial Crime
- Numerate, diligent, and well-organised
- Strong communication skills, including drafting emails and handling phone calls effectively
- Good client and company focus with attention to detail
- Proven ability to work as a part of a team
- Effective time management skills
- Capacity to respond to urgent matters with tact and diplomacy
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
