Working for a well established financial organisation in Newcastle-under-lyme, you will join as the Pension & Investment administrator and learn and develop new skills through your journey. This position is paying up to £30,000 and has a great range of benefits on top.
Duties and Responsibilities include:
- Oversee and manage the day-to-day administration of clients
- Processing of Pensions schemes for clients including transfers, surrenders, retirements, annuities, and Investment business including all client communications around these processes
- Develop positive communication and working relationships with both clients and internal departments
- Ensure that records are accurately updated
- Liaising with clients and 3rd party companies over the telephone and in writing
Skills and Experience required:
- Previous pensions experience is required
- SIPPs scheme exposure is a must
- Great communication skills
- Willingness to learn new skills