Annuities Assistant

We are looking for a motivated individual to join our annuity team to undertake the administration of pension annuity new business applications.

Reporting directly to the Annuity Team Leader, you will be responsible for processing applications for Hodge Lifetime's Guaranteed Pension Annuity. Your day to day responsibilities will include:

• Undertaking the administration of new business applications in accordance with company procedures
• Liaising by telephone and email with customers, independent financial advisers and other administrative teams to gather information and take instruction
• Scanning and logging the receipt of documents
• Data input and ensuring the annuity administrative systems are kept up-to-date
• Undertaking financial reconciliations and identifying the source of payments

The successful candidate must be computer literate, organised and able to work under their own initiative. You will have the ability to multi-task and to work under pressure at times. A high level of attention to detail is important.

You will also be required to demonstrate good written and verbal communication skills. A minimum of 5 GCSEs grade A-C (including English and Maths), is essential.

Experience gained within the financial services industry and/or within a similar role is desirable, but not essential.