Financial Services Professional
3 weeks ago
Welcome to EngineeringUK
We are committed to providing award-winning technology and support services to help financial advisers succeed. Our team of administrators delivers exceptional customer service, ensuring a seamless experience for our clients.
Job Overview
This role involves working as part of our administration team, supporting the delivery of high-quality customer service. Key responsibilities include opening new pension accounts, analyzing transfer documentation, and calculating pension retirement benefits.
Key Responsibilities
- Ensuring accurate and efficient processing of new pension accounts.
- Liaising with third-party providers to progress pension transfers.
- Setting up direct debit collections for client contributions.
- Maintaining expertise in pensions and platforms within the Financial Services market.
Essential Requirements
- Proven administration experience in the Financial Services sector.
- Familiarity with Personal Pension Administration software.
- Excellent proficiency in Microsoft Office applications.
Estimated annual salary: £35,000 - £45,000 based on experience and qualifications. If you're an organized individual with strong communication skills, this could be the perfect opportunity for you.
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