Overview
This is a full-time or part-time on-site role located in the heart of Henley in Arden for an experienced Life and Pensions Administrator. The Life and Pensions Administrator will help in ensuring that the office runs smoothly, and forge and maintain strong relationships with clients.
Duties
* Handle incoming communications via phone and email with professionalism and courtesy.
* Preparing documentation ahead of meetings and processing any follow-up actions as requested.
* Maintaining the business book and relevant spreadsheets.
* Processing incoming post and actioning as required.
* Conducting client reviews and updating the relevant forms.
* Monitoring balances and ensuring invoices are paid.
* Checking statements and updating commission spreadsheets.
* Maintaining and cross-checking the physical and online folders for clients and ensuring they align.
* Stationary ordering.
* Continued Professional Development as required.
* General Administration.
* Other ad-hoc tasks as and when required.
Job Types: Full-time, Part-time, Permanent
Pay: £13.50-£15.00 per hour
Expected hours: 18 – 35 per week
Ability to commute/relocate:
* Henley-In-Arden B95: reliably commute or plan to relocate before starting work (required)
Work Location: In person