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We help all of our clients get the best from their Pensions and other benefits through our mission which is to: 'Make the complex simple’.
We work hard to enable our employees to feel and perform at their best and our culture encourages diversity of thought and ideas. We also passionately support personal development and career progression, and a core principle is to promote from within.
About the job
You will provide pension and benefit advice to our clients and their employees, including:
- The 'on-boarding’ of new clients.
- Creating and maintaining strong relationships with clients to develop your portfolio.
- Being the lead point of contact for all matters specific to your clients.
- Helping employees engage with and benefit from their employer’s benefit schemes.
About You - Personal
- Enthusiastic, driven, and committed to helping clients.
- A strong desire to develop yourself and to do "the best you can" for you and our clients.
- Happy and able to work on your own as well as in a team environment.
- Excellent time management skills and workload prioritisation.
- Great attention to detail and organisational skills with strong commercial awareness.
- Excellent written & verbal communication skills (telephone, virtual and face to face).
About You - Qualifications and Experience
- You will have experience in Financial Services (pensions and employee benefits).
- You need at least 3 years’ experience in a customer service environment managing clients, including creating and maintaining good relationships.
- If you have a degree, that will be great but good A levels will be fine too.
- If you already have some Financial services qualifications that would be brilliant but not essential, but you will be willing to learn and pass professional exams.
