Client Support Administrator - Pensions & Investments

Airport Placements; Liverpool; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A recruitment agency is seeking a Client Support Administrator in Liverpool. This role involves acting as the primary contact for clients, managing administrative tasks related to investments and pensions, and delivering high-quality client service. Ideal candidates have over a year of experience in financial services and possess strong communication abilities. Benefits include 33 days of annual leave and employer pension contributions.

Benefits

33 days of annual leave

Employer pension contributions

Support for professional qualifications

Qualifications

• Minimum of one year's experience in an IFA environment or financial services role.
• Confident user of industry software and MS Office.
• High commitment to delivering client service.

Responsibilities

• Act as a key point of contact for client enquiries.
• Manage and maintain client information.
• Oversee investment and pension administration.
• Provide support for financial planning and recommendations.
• Prepare and send out review documents and reports.
• Streamline back-office systems for data integrity.
• Collaborate with advisers and clients to ensure progress.

Skills

Experience in Financial Services

Good understanding of pensions

Strong MS Office skills

Excellent communication abilities

Organised and process-focused

Tools

Intelliflo

FE

Dynamic Planner

Job description

A recruitment agency is seeking a Client Support Administrator in Liverpool. This role involves acting as the primary contact for clients, managing administrative tasks related to investments and pensions, and delivering high-quality client service. Ideal candidates have over a year of experience in financial services and possess strong communication abilities. Benefits include 33 days of annual leave and employer pension contributions.