Job Description

We are working with a busy and expanding Financial Advice organisation that is looking to bring in a Pension Administrator to assist with an increasing workload.

The business also wants to speak to you if you working within Administration or case handling across the wider Financial Services industry and show the right attitude to learning new skills and knowledge of their industry.

You will not be required to sell or advise pension solutions as this position will involve speaking directly with new clients who have their preferred products agreed, so an excellent phone manner is required.

Key responsibilities will include :

• Providing a detailed introduction to new clients on procedures and fees.
• General case handling administration.
• Document management and updating.
• Customer service involving case updates directly with clients.
• Chasing Pension providers for relevant data and case progression.

You will be an excellent communicator and be able to establish rapport quickly with clients over the phone and be detail orientated and highly organised.

This a temporary contract position with a genuine opportunity to be hired in a permanent capacity, as has been proven with this organisation in the past.

Required Knowledge, Skills, and Abilities

Suitable applicants will have experience of working as a Pension Administrator and have a detailed knowledge of technical terminology related to Defined Benefit and Final Salary pensions. Applications will also be considered from people currently or recently in Administration focused roles within the Financial Services sector including; mortgages, investments, insurance or banking, if you can demonstrate the ability to multi-task, work at speed and show exemplary customer service skills.