Not specified; incentive scheme available; pension...
Previous administrative experience required
Proficiency in microsoft office excel
Strong verbal and written communication skills
This critical role serves as the face of the company, ensuring high satisfaction for advisers through efficient policy administration and query resolution
Job Summary
This critical role serves as the face of the company, ensuring high satisfaction for advisers through efficient policy administration and query resolution.
The position requires processing various financial transactions including new client pensions, investments, transfers, and money-in/money-out activities within defined service levels.
Employees are eligible for a non-contributory company pension scheme, an incentive scheme based on business performance, and 182 hours of annual holiday leave.
Matching Summary
This critical role serves as the face of the company, ensuring high satisfaction for advisers through efficient policy administration and query resolution.
Salary
Not specified; Incentive Scheme available; Pension Scheme: Non-contributory company scheme
Skills & Requirements
Must-have
Previous administrative experience required
Proficiency in Microsoft Office Excel
Strong verbal and written communication skills
Ability to meet strict service level agreements
High attention to detail in document preparation
Nice-to-have
Proactive problem-solving approach
Knowledge of financial products and services
Experience with pension and investment administration
Commitment to diversity and inclusivity values
Key Requirements
Administrative experience with Microsoft Office proficiency
Strong organizational skills to prioritize workloads
Adeptness in recording and interpreting report data