Job Description

Are you organised, detail-driven, and confident with systems? Join a respected financial services firm as an Administrator in the Client Servicing Team – a vital behind-the-scenes role supporting the administration of retirement products, Trusts, and Companies.

This role is ideal for someone with administration experience who thrives on accurate processing, collaboration, and continuous learning – all within a friendly, professional environment that supports development and progression.

Responsibilities include:

• Managing all administrative tasks for retirement products in line with regulations.

• Updating systems (e.g. Viewpoint) and maintaining accurate records.

• Preparing key documentation such as transfer paperwork, investment applications, and trustee minutes.

• Liaising with internal teams and external institutions like banks and investment houses.

To succeed in this role you will bring your teamwork and clear communication with colleagues, solid administrative experience in a financial services setting together with your confidence using IT systems and working through structured processes.

If you enjoy getting things right the first time and want to grow your career in a non-client-facing capacity, this could be your next move. Apply today with your latest CV or contact Damian on 01481 714634 or email info@firstcall.co.gg to learn more.