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Pensions case handler

Congleton
Direct Wealth Management Ltd
Case handler
£25,000 - £35,000 a year
Posted: 3 October
Offer description

**COMPUTER LITERACY REQUIRED**

CLIENT COMMUNICATION EXPERIENCE DESIRED/PREFERRED

ADMINISTRATION EXPERIENCE DESIRED/PREFERRED

PensionApp is an innovative financial technology service in the personal pension market.

An exciting new role has arisen for an administrator/pension case handler

The company offers a supportive and collaborative working environment, where you will be an integral part of the team, with excellent potential for career development as well as ongoing training.

Responsibilities include:

* Completing New Business procedures for clients seeking lost pensions
* Research on pension providers
* Submitting requests to pension providers
* Chasing outstanding information by phone and email.
* Updating systems with policy & client information, including closing off plans
* Completing compliance procedures for all cases
* Handling incoming correspondence and documentation, including updating systems

Working Hours am to 18.00pm Monday to Thursday, 9.00am to 17.00pm Friday

Candidates must have good attention to detail, administrative skills in a supportive role, with IT skills and the ability to communicate with both internal teams, clients and external providers. If you are looking for a busy and involved role where you can progress your career within the financial services sector, apply today

Job Types: Full-time, Permanent

Benefits:

* Casual dress
* Company events
* Company pension
* Employee discount
* On-site parking

Work Location: In person

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