Pensions Service Executive
- Recruiter
- Anonymous
- Location
- Salisbury
- Salary
- Competitive
- Posted
- 29 Aug 2017
- Closes
- 26 Sep 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Are you a qualified Pensions Administrator looking for a company that offers a clear progression route? If yes, read on???
We are on the lookout for a Service Executive for a market leading pensions provider based in the centre of Salisbury. This is a challenging and varied role which provides the opportunity to build upon your current pensions knowledge.
You'll be building and maintain relationships with IFAs, clients and other third parties whilst working as part of a team and reporting to a Team Leader, you will utilise your current pensions and investments administration knowledge and act as a designated point of contact for a portfolio of IFAs.
If this sounds interesting and you want to take your Pensions career further, ask yourself the following 4 questions???
Do you have IOC (1), (2) & (3) or equivalent?
Do you enjoy building and managing strong relationships?
Do you want to join an organisation with clear, structured progression that offers multiple opportunities?
Do you want to work for an employer who values their staff and promotes personal development?
If you answered yes to the above, then this may be your ideal role???
You'll be responsible for the day to day processing of:
New Business Applications including vetting and AML
Setup Direct Debits / Standing Order's
Ad-hoc contributions
Cash transfer in
Respond to customer questions (via phone, web chat or email) and solve problems according to stated procedures whilst maintaining a courteous manner
Explains products, services and related charges clearly and concisely
To provide exceptional customer service, taking ownership of issues and escalating when appropriate
Working within the defined company and regulatory policies and procedures as well as the Risk and Governance framework
Does this sound like the challenge you've been searching for? Ask yourself, do you have the following skills?
Knowledge of the SIPP, Pension and Financial Services market
An understanding of financial products or pensions to IAQ or equivalent standard
Proven Customer Service skills
Competent knowledge in the Transfers, Benefits and Trading Processes
Strong written and verbal communication skills
Attention to detail
Good numerical skills
A flexible attitude with a willingness to go the extra mile
A team player but able to work independently using your initiative
Good analytical and problem solving skills
Excellent time management and the ability to work to deadlines
Computer literate, good Microsoft Office knowledge
Principles of Treating Customers Fairly (TCF)
Essential qualifications:
IOC 1, 2 & 3 or equivalent
CRM skills training
What's in it for you?
In addition to your salary, you will also be offered: -
35 hour working week
Private Medical Insurance
Group Money Purchase Pension Scheme - Our client will match your contributions up to a maximum of 6%
Death in Service Benefit of 4 x Annual Salary
Permanent Health Insurance
25 days paid annual leave plus bank holidays
Interest Free Season Ticket Loan (Travel)
Childcare Voucher Scheme
Active Staff & Social Club
If that all sounds like you, we want to hear from you immediately!
First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973. First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.
Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.
First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability
We are on the lookout for a Service Executive for a market leading pensions provider based in the centre of Salisbury. This is a challenging and varied role which provides the opportunity to build upon your current pensions knowledge.
You'll be building and maintain relationships with IFAs, clients and other third parties whilst working as part of a team and reporting to a Team Leader, you will utilise your current pensions and investments administration knowledge and act as a designated point of contact for a portfolio of IFAs.
If this sounds interesting and you want to take your Pensions career further, ask yourself the following 4 questions???
Do you have IOC (1), (2) & (3) or equivalent?
Do you enjoy building and managing strong relationships?
Do you want to join an organisation with clear, structured progression that offers multiple opportunities?
Do you want to work for an employer who values their staff and promotes personal development?
If you answered yes to the above, then this may be your ideal role???
You'll be responsible for the day to day processing of:
New Business Applications including vetting and AML
Setup Direct Debits / Standing Order's
Ad-hoc contributions
Cash transfer in
Respond to customer questions (via phone, web chat or email) and solve problems according to stated procedures whilst maintaining a courteous manner
Explains products, services and related charges clearly and concisely
To provide exceptional customer service, taking ownership of issues and escalating when appropriate
Working within the defined company and regulatory policies and procedures as well as the Risk and Governance framework
Does this sound like the challenge you've been searching for? Ask yourself, do you have the following skills?
Knowledge of the SIPP, Pension and Financial Services market
An understanding of financial products or pensions to IAQ or equivalent standard
Proven Customer Service skills
Competent knowledge in the Transfers, Benefits and Trading Processes
Strong written and verbal communication skills
Attention to detail
Good numerical skills
A flexible attitude with a willingness to go the extra mile
A team player but able to work independently using your initiative
Good analytical and problem solving skills
Excellent time management and the ability to work to deadlines
Computer literate, good Microsoft Office knowledge
Principles of Treating Customers Fairly (TCF)
Essential qualifications:
IOC 1, 2 & 3 or equivalent
CRM skills training
What's in it for you?
In addition to your salary, you will also be offered: -
35 hour working week
Private Medical Insurance
Group Money Purchase Pension Scheme - Our client will match your contributions up to a maximum of 6%
Death in Service Benefit of 4 x Annual Salary
Permanent Health Insurance
25 days paid annual leave plus bank holidays
Interest Free Season Ticket Loan (Travel)
Childcare Voucher Scheme
Active Staff & Social Club
If that all sounds like you, we want to hear from you immediately!
First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973. First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.
Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.
First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability