Pension Administrator
Forrest
Pension Administrator
£33000
Forrest, Cheadle, Stockport
- Full time
- Permanent
- Remote working
Posted today, 27 Sep | Get your application in now to be one of the first to apply.
Closing date: Closing date not specified
job Ref: 8950b4c0ffba4da5a39cfeb68968a761
Full Job Description
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 Monday Friday 9-5pm. With the option to work from home one day a week.
Duties include:
-Assisting with new business applications
-Checking financial reports
-Liaise 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 ideally have a DipFA qualification of willing to obtain.