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Client Experience Exec / Pensions Admin

Job Reference:
35103IXN
Recruiter Name:
Parkside Recruitment
Job Type:
Administration
Salary:
£25,000 per annum
Locations:
City Of London, London
Contract Type:
Permanent
Date Posted:
09/01/2019

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We are currently looking for a organised and self motivated individual with experience in working with Intelligent Office Software to fill a Pension Administrator. This role is to provide high quality administration and support to Partners and their clients.

Key Responsibilities:

  • To provide personalised and high quality service to clients.
  • Obtaining information for providers on clients existing financial arrangements and prepare client valuations.
  • To be able to maintain the work flow and be able to deliver and report against various tasks, and be able to ensure that all the internal interested parties can easily review the current status of each client.
  • Be the main point of contact for Clients administration queries.

Key Skills Required:

  • Previous experience working in an administrative role within an advisory environment .
  • Good knowledge of pensions and investments.
  • Strong track record developing and maintaining good working relationships with clients, advisers and staff and able to build rapport quickly.
  • Confident having challenging conversations.
  • Experience in dealing with high net worth clients.
  • Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure.
  • Excellent attention to detail and accuracy of work.
  • Team player but must be able to work independently and use own initiative.
  • Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook.
  • Commitment to pass basic financial industry exam within 3 months of employment (internal exam).

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.

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