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 ...