Position details
PENSIONS ADMINISTRATOR
Location
Posted on
Reference
Benefits
Posted on
Reference
Benefits
Sale
16/09/2020
NJR10471
20000 - 23000
16/09/2020
NJR10471
20000 - 23000
DESCRIPTION
Our client is an established firm of Financial Planners based in South Manchester who specialise in Pensions Administration. An additional Pensions Administrator is now required to join their established and expanding team.
As a member of the SIPP customer services and new business team you will undertake day-to-day administration work processing requests as well as supporting client and adviser needs with the highest professional standards.
This role involves dealing with various internal teams and departments but importantly with external entities such as financial advisers, investment providers, members on a regular basis.
Main responsibilities of the role:
\" Process incoming requests via emails and phones from advisers and members
\" Have timely communication with the advisers and members to notify them of any issues with the member\'s request
\" Ensure all requests are tracked until completion
\" Deal with various investment providers with respect to investment valuations
\" Build relationships with advisers and clients and deliver an exceptional communication and service
Key skills:
\" Fluent and positive written and verbal communication outcome with internal as well as external entities
\" Excellent numerical and customer services skills
\" Aptitude to learn and adapt new skills, processes, systems and tasks
\" Good computer literacy and be able to use key productivity tools such as Microsoft Word, Excel, and Outlook efficiently
\" Work with diligence in a timely manner and at times go the extra mile to achieve a positive outcome
\" Ability to self-organise and prioritise the workload, track and see tasks through completion while making sure deadlines are met
\" Work on independently or as part of a team maintaining confidentiality
This is an excellent opportunity for someone looking for a challenging new role with prior experience working in either financial services industry, pensions industry or in a customer services role with eagerness to learn quickly about the pensions and relevant processes.
Apply online or for further information please contact one of our specialist consultants on 0161 834 4747 quoting reference number: NJR10471
As a member of the SIPP customer services and new business team you will undertake day-to-day administration work processing requests as well as supporting client and adviser needs with the highest professional standards.
This role involves dealing with various internal teams and departments but importantly with external entities such as financial advisers, investment providers, members on a regular basis.
Main responsibilities of the role:
\" Process incoming requests via emails and phones from advisers and members
\" Have timely communication with the advisers and members to notify them of any issues with the member\'s request
\" Ensure all requests are tracked until completion
\" Deal with various investment providers with respect to investment valuations
\" Build relationships with advisers and clients and deliver an exceptional communication and service
Key skills:
\" Fluent and positive written and verbal communication outcome with internal as well as external entities
\" Excellent numerical and customer services skills
\" Aptitude to learn and adapt new skills, processes, systems and tasks
\" Good computer literacy and be able to use key productivity tools such as Microsoft Word, Excel, and Outlook efficiently
\" Work with diligence in a timely manner and at times go the extra mile to achieve a positive outcome
\" Ability to self-organise and prioritise the workload, track and see tasks through completion while making sure deadlines are met
\" Work on independently or as part of a team maintaining confidentiality
This is an excellent opportunity for someone looking for a challenging new role with prior experience working in either financial services industry, pensions industry or in a customer services role with eagerness to learn quickly about the pensions and relevant processes.
Apply online or for further information please contact one of our specialist consultants on 0161 834 4747 quoting reference number: NJR10471
Apply Now