Job Description

The client is recruiting within their administration team, please see below an overview of the role: 

• Day to day administration of individual case load
• Liaise with advisers to gather missing information from their submission
• Liaise with pension scheme administrators to complete information necessary to create Pension Transfer Reports
• Create reports, format fact finds and forward to Pension Transfer Specialists for review
• Telephone answering, with adviser queries and pension scheme calls
• Other administration tasks

Required Knowledge, Skills, and Abilities