Postet i: Administrative og supportservices i Sydøstengland | Sendt: |
Join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of stellar customer service! This exciting opportunity offers a dedicated consultant-led approach to meeting our clients' needs.
Overview:
* Based in Godalming
* £27,000 – £34,000 salary
* Monday – Friday, 9am – 5:30pm
* 25 days holiday plus bank holidays
* Free car parking
* Pension scheme
* Healthcare scheme
* Assistance with time off to study for industry exams, exam costs and study materials
Job specification:
* Co-ordinate with business and tech teams for accurate application details.
* Set up new pension schemes swiftly and precisely.
* Manage and record client data and transactions.
* Handle client assets efficiently.
* Communicate with clients, IFAs, and Investment Managers for top-notch service.
* Process benefit events, calculations, and payroll.
* Report to HMRC.
* Keep database records updated.
* Generate correspondence with administrative support.
* Complete reports and verify third-party information.
* Maintain schedules for all admin tasks.
* Log all correspondence with admin assistance.
* Support pension consultant and attend client meetings.
Person specification:
* Skilled multitasker with strong planning to meet business needs and SLAs.
* Financial background.
* Proficient in Microsoft Office and numerate.
* Strong organisational and delegation skills.
* Confident communicator with senior staff.
* Team player with excellent communication skills.
* CII exam qualifications or willingness to study for certification.
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer
