Customer Service Administrator

4 weeks ago

Newcastle upon Tyne, United Kingdom True Potential LLP Full time

_**Who we are**:_

True Potential are a market leader in providing wealth management advise in pensions and investments, with over 15+ years’ experience we work with 20% of the UKs financial advisors.

Through the development of our in-house platform, we administer and manager over 125,000 clients accounts in a Simple, Effective and Unique end to end experience.

Through the years we have won multiple awards, and with us being at the forefront of technology and industry standards. We are looking to revolutionise the way wealth management is delivered, by empowering financial advisors and our clients to take control of their futures.
- **The role**:_

As a Customer Service Administrator, your role within True Potential is to provide a high quality, simple, effective, and unique service to our advisors/clients and customers within the True Potential group.

The role sits within the TPI department, the role is tasked at delivering the right outcomes to our clients/customers in accordance with service level agreements (SLA’s) and FCA regulations with investments/pensions and client services.

The role requires a high degree of attention to detail and accuracy. Working towards deadlines and proactively supporting the team and wider departments.

The role is fast paced and ever-changing to deliver and excel on the organisations standing in the wealth management sector.
- **About you**:_

To be successful in this role the skills/qualities are below:

- Previous experience in an administrative role, with the ability to demonstrate dealing with clients/customers at all levels.
- Knowledge of Financial services/Investments/Pensions/Legislative or Regulatory updates (_**Desirable, but not essential**_)
- Confident in the use of a variety of platforms/software (_**Office 365**_)
- Experienced in building relationships with key account holders/advisors, as the role is client focused and FCA regulated.
- Great customer service skills both verbal and written, with an entrepreneurial attitude to exceed organisational requirements
- **Duties and responsibilities**:_
- Processing of withdrawals/cheques to clients in relation to their pension/investment accounts.
- Calculations around pension and investments to provide to clients.
- Understanding pension/retirement processing and opting out.
- Discussion with clients on business insolvency and the impact it has to workplace pensions.
- Building strong relationships.
- Provide general support across the TPI team to support Team Managers.
- Work on cases confidentially and deal with clients/advisers and customers professionally and in a timely manner.
- Ad-hoc tasks will crop up as the business needs change and you may be required to assist.

This list is no exhaustive and other duties may be added or requested throughout employment.
- **Benefits**:_
- Living Wage employer offering a salary of £22,672 per annum with the ability to gain a performance bonus _**(£6,000 per annum/£500 monthly, after probationary period**_)
- Location - Newcastle (NE15 8NX) Hybrid (3 days office, 2 days WFH)
- 22 days annual leave (Inclusive of Bank holidays)
- True Potential Academy - Allowing for our employees to develop their career within the wealth management sector (_**After probationary period**_)
- Modern office environment
- Free on-site parking
- Company events

**Job Types**: Full-time, Permanent

**Salary**: £22,672.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- On-site parking
- Work from home

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Newcastle upon Tyne: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Customer service: 2 years (preferred)
- Administrative: 2 years (preferred)
- Case management: 2 years (preferred)
- Financial services: 1 year (preferred)

Work Location: Hybrid remote in Newcastle upon Tyne

Application deadline: 12/05/2023
Reference ID: TPI - CSA

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