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Pensions Administrator


Details:
  • Salary: £25,000 - 28,000 - Annum
  • Location: Epsom
  • Date: 2 weeks ago
Description:

A well-established organisation that has offices in Epsom and also overseas is looking for a Pensions Administrator to join the global client services team. The company offer personal and professional development opportunities, as well as hybrid working (following probation). On top of this, you will also receive a discretionary performance-related bonus, a day off for your birthday, access to private GP appointments and a shopping discount platform. 

Ideally, you will have worked within financial services previously and love interacting with clients and ensuring client documentation is completed accurately. Working as part of the administration team, your main role is to support the wider business operations through exceptional client administration. This spans from customer service to supporting financial advisors and much more. As a member of the administration team, you will play a key part in the overall performance of the company and efforts are recognised. 

As Pensions Administrator, your responsibilities will include:

Updating and maintaining the client databases
Undertaking a variety of research and projects
Mail sorting and scanning
Greeting clients and business partners
Answering phone calls from clients and business partners
Managing and building relationships with clients
Preparing and processing client documentation
Providing accurate and detailed client communication
Completing contact logging and record keeping of daily activities
Working with global peers to achieve timely client results
We’re looking for a Pensions Administrator with the following: 

Previous experience working for a firm of Financial Advisors, or in a Pensions-related role
Strong organisational skills
High attention to detail and accuracy
Effective time management skills.
Ability to work collaboratively and independently
Excellent customer service skills
Proficiency with Microsoft suite of products, specifically Excel, Word and Office 365
To apply for this role as Pensions Administrator, please click apply online and upload an updated copy of your CV.

Candidate Source Ltd is an advertising agency.  Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to

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