Job Description
Company Introduction
Our client specialises in retirement planning.
Job Responsibilities and Duties
- Handle queries received from Financial Advisors, Business Development Managers, clients, and third parties, ensuring timely and professional responses;
- Follow up on requests and instructions to ensure completion within agreed timeframes;
- Assist with the processing of daily administrative tasks, including investment instructions, updates to member details, and payment processing;
- Ensure all statutory and disclosure requirements are met in line with regulatory deadlines;
- Liaise with internal departments to ensure members’ and beneficiaries’ needs are met effectively;
- Maintain accurate records and ensure administration procedures are followed consistently;
- Build and maintain strong relationships with members, advisors, and third parties;
- Act as a reliable point of contact, delivering a high level of customer service;
- Input and update financial data, ensuring accuracy and completeness at all times;
- Collect, organise, and follow up on audit documentation and related reports;
- Manage multiple tasks while maintaining strong attention to detail and meeting deadlines;
- Ensure all requests are handled in line with internal service level agreements (SLAs);
- Provide support to the General Manager, Pensions Team, and Finance Department on ad hoc tasks and projects.
Experience
- Previous experience within pensions, funds, insurance, or financial services will be considered an advantage;
- Strong written and verbal communication skills in English;
- Good business writing skills;
- Ability to work independently and manage multiple tasks effectively.
Personal Skills
- Strong attention to detail and accuracy;
- Good organisational and time-management skills;
- Ability to prioritise workload and meet deadlines;
- Strong communication and interpersonal skills;
- Proactive and reliable approach to work;
- Team-oriented mindset with the ability to collaborate effectively.