Data Gathering Consultant

Expiring today

Recruiter
Professional Recruitment Ltd
Location
Swindon
Salary
25000.00 - 30000.00 GBP Annual
Posted
04 Oct 2019
Closes
23 Oct 2019
Contract Type
Permanent
Hours
Full Time

Would you like to join a brand new team, focussing on relationship and data management?

Do you have Pensions and/or Investment knowledge?

My Client are a growing firm based on the outskirts of Swindon (very easy to reach from M4) and have set up a new team to offer a new service to their Advisors.

Responsibilities:

  • You will be contacting clients on behalf of their Advisers and gathering the data required to facilitate their advice
  • Contacting the ceding pension schemes to request details of the clients' benefits
  • Working in collaboration with the Advisers to ensure their requirements are met and any issues are resolved
  • Ensuring consistency and quality of the data gathered within the team through weekly team meetings
  • Identify and champion improvements and escalate exceptions of Adviser trends
  • Ensure Service Level Agreements are met

Skills/Experience:

  • Progression towards Level 4 Diploma is desirable
  • A strong knowledge of Pensions/Investments
  • Excellent communication and relationship building skills
  • High level attention to detail
  • Knowledge of FCA regulations and TCF is advantageous

My Client are offering a generous salary, with comprehensive benefits and full study support.