Client Administrator

BW are an independent UK consultancy dealing in risk, pensions, investment and insurance with over 1,200 employees spread across 8 offices. Our SIPP business area provides administration and trusteeship services to self-invested personal pension arrangements, and we hold over 1000 commercial properties as investments for our clients.

We envisage this role will worked in a hybrid arrangement where the successful candidate will share their time working between the office and home - getting the best of both worlds. 

RESPONSIBILITIES

The purpose of this role is to carry out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative requirements are met, and all clients are treated fairly. 

• All administration should be relevant to the client needs and service is delivered within any agreed service levels, priorities, and quality standards. 
• Carry out any client work taking responsibility for client communication and ownership of tasks as appropriate. 
• Ensure that client needs are fully understood and administered in line with documented procedures.
• Ensure time is appropriately and accurately recorded against tasks on a daily basis and work to minimise non billable time.
• Undertake more complex work activities e.g. dealing with helpline queries, bulk transfer exercises and benefit processing as opposed to transaction processing
• Look for more effective and efficient ways of carrying out activities, input into any improvement projects and support effective team working.
• Attend and participate in client meetings with a Client Manager when required
• Provide training to other Client Administrators 
• May take on some lower level/straight forward client management activity, accountable to the Client Manager

Experience Required

• Working knowledge of the SIPP or SSAS marketplace is preferred
• As this role entails speaking to and sending written communications by email and letter, we will be looking for excellent spoken and written English with an eye for detail