Job Description

Are you looking to build a career in pension administration?

Join a dynamic team as a Client Services Administrator where you will  manage bespoke personal pension plans, including those with non-standard assets such as private company shares and property.

Key Responsibilities:

• Administering bespoke pension products and handle member queries
• Processing investment / share purchase applications, benefit distributions, and transfers
• Maintaining accurate records and ensure compliance with financial regulations
• Liaising with intermediaries, investment houses, and internal departments

You will be a self-motivated individual with some experience in financial services along with strong numeracy, communication and organisational skills.

Take the next step in your financial services career! Get in touch with a copy of your latest CV or call Marcel on 714 634.