Administrator, Client Servicing

Job Reference: 35540
Job Type: Permanent Vacancy
Job Location: Guernsey

Our client is seeking an Administrator to join their Client Servicing Team. This non-client facing role involves processing all aspects of retirement products administration within the office. The successful candidate will be responsible for the day-to-day administration of retirement products, with a focus on Trusts and Companies. The position requires a proactive approach to member queries and administrative requests, ensuring that tasks are completed accurately and efficiently. You will be required to update relevant systems, prepare documentation, and collaborate closely with various teams to ensure a smooth workflow. This role presents an excellent opportunity for individuals looking to develop their skills in financial services and pensions administration. The contract length is permanent and offers full-time employment. Job Duties: Dealing with administrative tasks relating to retirement products Responding to and actioning member queries and administrative requests Updating Viewpoint and other relevant systems Following a range of checklists to ensure accurate administration of tasks Preparing, collating, and dispatching documentation, including transfer paperwork and investment applications Preparing trustee minutes and resolutions Liaising with the Client Relationship Team and providing clear updates Coordinating with investment houses, banks, other offices, and financial institutions Managing retirement product requests and ensuring timely processing of relevant information Liaising with the accounts and compliance department regarding monetary movements within plans Working in accordance with the organisation's mission, vision, and values Carrying out other duties as required based on the demands of the role and service development Job Requirements: Minimum of 5 GCSE qualifications (grade C or above) including English and Maths 2 to 3 years of experience in a financial services role Experience in pensions administration is desirable Good working knowledge of Microsoft Word, Excel, and Outlook Previous experience with manual and/or electronic client recording systems Understanding of compliance and client due diligence requirements Familiarity with regulations on money laundering and countering financial crime Numerate, diligent, and well-organised Excellent communication skills, including drafting emails and responding to calls Strong client and company focus Accurate with a keen attention to detail Good team player with strong time management skills Ability to handle urgent or sensitive matters with tact and diplomacy and recognise when to refer to management Good social and presentation skills Desire to continuously learn and improve skills Strong work ethic with flexibility regarding hours and product range Commitment to organisational effectiveness and service delivery Demonstrates drive and is proactive in seeking new tasks Self-motivated and diligent What You’ll Love: Our client offers a supportive working environment that encourages continuous learning and professional development. You will be joining a dedicated team focused on delivering high-quality service and administration in the retirement products sector. The role provides an opportunity to enhance your skills in financial services and make a positive impact within the organisation. With a strong commitment to employee development, our client ensures that you will have the resources and support needed to thrive in your career. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here 

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