Job Description

DUTIES

Your duties and responsibilities as the Administrator / Pensions Administration Team Assistant:

• Performing data collection work in relation to pensions on client files. This will involve liaising with insurance companies, pension schemes, firms of solicitors and individual clients

• Analysis of pensions information provided to identify what requirements are, what information has been provided to date and what is still outstanding

• Monitoring deadlines and meeting/managing client expectations

• Working closely with other team members to ensure that cases are progressed efficiently and to a high standard

• Preparing quotation letters in relation to new business

Required Knowledge, Skills, and Abilities

Confidence in using simple Microsoft Excel spreadsheets and Microsoft Word is essential Strong written and verbal communication skills are essential Proven ability to communicate clearly and effectively with clients, both in writing and on the telephone Ability to work closely and effectively with colleagues in a small team Strong organisational skills Hard working and self-motivated and able to efficiently manage competing priorities Able to demonstrate a high level of integrity and confidentiality when dealing with personal data Previous Pension Industry experience preferred. However, consideration will be given to candidates with Financial Services Industry experience Educated to Degree level (2:2 or higher) (or equivalent). Degrees in business, mathematics, economics, finance or law are preferred. Graduates from other disciplines will however be considered Must have achieved grade C or above in Maths and English Language at GCSE level or equivalent