The Role: ?
Provide top-tier administrative support to the Pensions Consultants ?
Update and manage client records with accuracy ?
Process new pension applications and liaise with life companies ?
Communicate with clients via phone & email, keeping them updated ?
Prepare client meeting documentation and assist in transaction processes Ideal Candidate: ?
Experience in financial services, particularly pensions ?
Strong organisational & multitasking skills ?
Excellent communication skills (written & verbal) ?
Proficiency in Google Workspace & MS Office ?
QFA qualification is desirable Join a company that values flexibility, professionalism, and a supportive team environment!
Apply today!
Skills: Pensions Administration Attention to Detail Organised Customer Focused Team Player