1. immediate Financial Services role based in Manchester
2. Client Services role within pensions, permanent, £48k +£12k Bi-annual Bonuses
About Our Client
Our client is an esteemed organisation in the Financial Services industry. With a global presence and a team of over 10,000 dedicated employees, they are committed to providing top-tier financial solutions and services. They are renowned for their customer-centric approach and their dedication to innovation and integrity. They have offices in London and Manchester within the UK, this role is based in the Manchester location.
Job Description
Pensions / SIPP Client Services, Manchester location:
3. Ensure that all client pension inquiries are responded to within defined service levels and in line with business standards
4. Understands client's needs, expectations and behaviours and provide the appropriate materials/responses to meet those needs. As a Senior Consultant you will be able to explain to clients in depth both the pension accumulation and de-accumulation phases of the SIPP.
5. Acts as an escalation point for the SIPP Queries team as required and passes on product knowledge to the greater Personal Investor team
6. Communicates effectively and able to translate complex pension rules into simple terms that resonate with clients and/or third parties
7. Manages client data for internal record keeping purposes and is risk aware
8. Acts as a Subject Matter Specialist maintaining technical expertise and keeping abreast of current and changing retirement issues and regulations
9. Provides constructive feedback and recommendations to achieve product and service enhancements
10. Supports continuous improvement initiatives for internal and external processes and services
11. Participates in special projects and fosters strong professional relationships with internal and/or external partners
12. Self-starter with a can do attitude
13. Adapts to change in a positive manner
14. Champions excellence and attention to detail
The Successful Applicant
Pensions / SIPP Client Services
15. Undergraduate degree or equivalent combination of training and experience
16. Preferably possess relevant pension qualifications (R04 or equivalent)
17. Previous experience explaining to clients how to accumulate benefits in a SIPP and options at retirement
18. Minimum 5 year industry experience
19. Excellent interpersonal, verbal and written communication skills
20. Strong analytical ability and problem solving skills
21. Attention to detail, follow through, good judgement and flexibility
22. Excellent time management and organisational skills
23. Ability to multi-task and adjust to change and ambiguity in a positive manner
24. Ability to work under pressure
What's on Offer
25. Pensions / SIPP Client Services
26. Permanent role
27. Financial Services, pensions specifically
28. Salary £46-48k, plus bonuses