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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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Job Types: Full-time, Permanent
Pay: Up to £31,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
