- Provide our Financial Advisers outstanding customer service.
- Process new client applications.
- Be involved in a range of projects.
The role is a varied role and you will require a wide range of skills to undertake the day-to-day duties
to service the requirements of Clients and their Financial Advisers from all over the world.
compliant, professional and efficient manner. Working alongside a host of top international
investment companies you will gain excellent experience in the financial services and investments
industry.
Reporting directly to the Team leader and with support of a Senior Pension Administrator, the successful candidate will focus on:
Main Responsibilities of the Role:
- Process new client applications.
- Assist with processing day-to-day requests.
- Answer enquiries by telephone, email, and by post.
- Be the first point of contact for queries received from Financial Advisers.
- Provide our Financial Advisers outstanding customer service.
- Ensure all statutory and disclosure requirements are met in a timely manner.
- Be involved in a range of projects.