Operations Administrator – Liverpool

Looking for an Operations Liaison Administrator to join a lovely, supportive team. This is a fantastic opportunity to play a key role in ensuring smooth operations while delivering exceptional service to our stakeholders and customers. Handling complaints and compliance as well as providing back-office support.

Job Duties:

• Delivering a proactive, excellent service to all stakeholders – understanding their needs, keeping them involved, and ensuring they are always updated.
• Handling administration and case processing for all customer groups via email, phone, and letter.
• Handling complaints and compliance
• Meeting productivity and quality targets agreed with your Team Manager.
• Maintaining strong quality control, following processes and systems accurately to meet SLAs and KPIs.
• Operating in a positive, professional manner in line with role competencies.
• Supporting positive outcomes for pension scheme members in a customer-focused environment.
• Managing onboarding and annual reviews for financial advisers, investment providers, and discretionary fund managers in line with policy and regulations.
• Processing financial adviser invoices and change requests efficiently and accurately within SLAs.
• Identifying and supporting vulnerable customers appropriately.
• Escalating expressions of dissatisfaction and handling complaints from acknowledgement to closure within regulatory timeframes.

Ideal Candidates:

• Previous experience in an administrative, operations, or customer service role (financial services experience an advantage).
• Strong organisational skills with excellent attention to detail.
• Clear and confident communication skills, both written and verbal.
• Ability to prioritise and meet deadlines in a fast-paced environment.
• A proactive, positive, and professional approach to your work.

Monday – Friday 9am-5pm

Salary £25,500

Excellent Benefits