Pensions Administrator

We are working with a well-established company based in Cheadle who are looking for an experienced Pension Administrator to join their team. This role will see you working flexible working hours Monday - Friday.

Duties include:

• Assisting with new business application
• Checking financial report
• Liaising with clients and providers to gather information maintaining accurate records
• Supporting the scheduling of client meetings and follow up on required documentation
• Follow compliance with FCA regulations and internal policies
• Support Financial Advisers with client meetings
• Maintain accurate and organised records of client interaction and advise provided
• Provide excellent customer service, answering call from clients

The successful candidate will have worked within a similar role, have a high attention to detail, well organised and a team player. You will need to have obtained a DipFA qualification or be happy to gain this within your new role.

Send us your CV and call Charlotte or Caitlin on 01625 533 844 to have a confidential discussion about the role further.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.

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