Pensions Administrator
3 weeks ago
**This is a spectacular role with a Brentwood based wealth management firm who are looking for an experienced client support executive.**
There is a real team spirit as this firm and it is a unique opportunity where you can be part of a company that has extensive resources for you to develop personally and professionally. With an **excellent benefits and bonus** system in place you will be part of a diverse and dynamic team who are dedicated to providing stellar client services.
**What you will need to do**
- To train, develop and grow into experienced Wealth Planning Client Service Executive.
- To be able to provide proactive and efficient administration support in support of customer service excellence for new and existing clients.
- Obtain and understand information and quotations required by Wealth Planners/Para-Planners to enable them to research the client’s needs prior to recommendations, as and when required.
- Process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
- Carry out all client administration in line with the compliance guidance as well as central policies and updates and department standard operating procedures.
**The knowledge, skills and qualifications we're looking for**
- **Passionate, with a positive attitude**:
- A-C grade GCSE, or equivalent, in Mathematics and English
- Previous experience within the financial services sector.
- Good IT skills, especially with the Microsoft Office suite
- Good administration skills, with high level of accuracy and attention
- Good written and oral communication skills at all levels, both internally and externally.
**Job Types**: Full-time, Permanent
**Salary**: £26,000.00-£30,000.00 per year
**Benefits**:
- Additional leave
- Company events
- Company pension
- Life insurance
- Sick pay
- Wellness programme
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Brentwood: reliably commute or plan to relocate before starting work (required)
Work Location: One location
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