Pension Administrator

☞ NJR Recruitment

View: 105

Update day: 30-04-2024

Location: York Yorkshire and the Humber

Category: Administrative / Clerical / Assistant

Industry:

Salary: £23,000 - £26,000 a year

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Job content

Location
Salary
Posted on
Reference

York
£23000 - £26000
24/05/2023
NJR13467

DESCRIPTION


Pension Administrator
Location: York


Our client who specialises in independent financial advice with emphasis on convenience and simplicity are now looking to recruit a Client Services Administrator to join their team in York City Centre.

Working within a busy team environment, the successful candidate will take full responsibility for
undertaking inbound and outbound calls, having quality conversations with consumers, leading to them being placed directly with our financial services clients. You will also undertake administrative tasks including:

o Providing solutions in line with consumer objectives
o Maintain their workflow effectively
o Updating the CRM accurately and consistently
o Provide fair and reasonable outcomes for all consumers and clients
o Ensure all information referred externally is accurate and professionally annotated

Daily Responsibilities you will be responsible for:

" To prepare and process all new business applications
" Responsible for ensuring that all procedures and compliance requires are adhered to, whilst meeting agreed service and business standards
" To carry out compliance documents checks in accordance with FCA guidelines and internal business standards
" Take ownership of all business processing through to completion, closely monitoring the progress of each case and ensuring that the Advisers and Clients are updated as and when appropriate throughout the process.
" To prepare correspondence for the Advisers as and when required

Candidates should offer experience within an administration role, preferably within the financial services industry. Those applying should offer the following:

" Good communication skills, both oral and written
" Excellent planning and organisational skills
" Accurate keyboard skills
" Excellent accuracy skills and attention to detail
" A team player with an adaptable and flexible approach to work
" Ability to build and develop effective working relationships at all levels
" Good knowledge of Microsoft Office
" An interest in financial services and the wide range of financial products available to clients
" A proven track record in delivering excellent client satisfaction

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Deadline: 14-06-2024

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