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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.Â
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.Â
As Pensions Administrator, your responsibilities will include:
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.
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.Â
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
- 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
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.
