Specialist pension support
4 weeks ago
Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role.
To provide first line support to our team of consultants, Financial Planners and customers. To provide professional and efficient administrative support to the Wealth Management team
Liaising with team members to pick up ad hoc tasks, i.e. re-arranging appointments, responding to customer queries, etc
Reviewing pension information
Liaising with pension providers to obtain scheme information
Liaising with whole of market providers to obtain key updates and illustrations
Providing efficient and timely support to both consultants and planners to support the growth of the business and improve conversion
Other ad-hoc duties as and when required by the business
We do this by delivering world-class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.
Significant in-house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.
Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. A self-motivated, proactive and target driven individual who has the ability to thrive within a fast-paced environment whilst delivering both financial advice and customer service of the highest quality.
Experience working within Financial Services across a broad spectrum of business areas.
Able to demonstrate previous Advice Support, which may include platform administration, pension switches/transfers, at retirement advice and savings and investments in a customer servicing role.
Diary Management Experience.
GCSE A‑C or equivalent in Maths and English
Full support will be provided should the candidate wish to enhance their learning/knowledge career further to progress to a paraplanner or financial planner.
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