• Independent multi-sector recruitment specialist

Orpington

Pre-Review Administrator

Job Title: Administrator – Pre Review Team
Reports To: Pre Review Team Leader
Role Summary: General administration duties relating to the process of gathering Pension information. Dealing with clients and Insurance Companies on the telephone and electronically in a professional manner. Managing and prioritising workload.
We are currently looking to support our client with the following vacancy and can offer a temp to perm package based on the successful completion of a 12 week temp probation period prior to being offered a permanent placement with our client. The office is a great and vibrant place to work and offers many brilliant benefits and incentives to their employees.
Duties and Responsibilities
* Daily management and prioritising of your workloads and diaries.
* Sending request letters to Pension Schemes for a breakdown of information on clients Final Salary, Personal and Workplace Pensions
* Regular chasing of the Pension Schemes to provide the above information either by phone or email.
* Labelling up of the Pension Information once received to determine what is received and what is outstanding and adjusting the relevant chasers.
* Gathering and documenting Workplace and additional Pension Scheme information
* Monitoring of the teams daily emails
* Scanning of the daily post and attaching to clients files
* Liaising with the Review and Quotes & Suits team over outstanding information
* Basic understanding of Complaints
* Comply with all security and confidentiality policies
Skills and Knowledge:
* Good time management skills and ability to multi-task and prioritise work.
* Attention to detail and problem-solving skills
* Good written and verbal communication skills
* General knowledge of pensions
Be able to:
* Use excel spreadsheets
* Use Microsoft Word
* Use Salesforce database
* Use Information Technology
Key Performance Indicators
* Service Standards
* Quality
* Treating Customers Fairly
Offering competitive rates and a quick start if the suitable candidate is found.
INDIG

IFA Liaison Administrator

Job Title: IFA Liaison Administrator
Reports To: IFA Liaison Team Leader
Role Summary: General administration duties relating to the process of setting up new IFA
referral cases. Dealing with IFA’s and Pension Providers on the telephone in a professional
manner. Managing and prioritising workload.
We are currently looking to support our client with the following vacancy and can offer a temp to perm package based on the successful completion of a 12 week temp probation period prior to being offered a permanent placement with our client. The office is a great and vibrant place to work and offers many brilliant benefits and incentives to their employees.
Duties and Responsibilities:
* Answer delegated telephone calls.
* Process new IFA’s cases.
* Keep IFA’s informed of the progress of their case.
* Manage IFA expectations.
* Daily management and prioritising of your workloads and diaries.
* Ensuring emails are dealt with in a timely manner and client’s and IFA’s are responded to
within a maximum of 2 days.
* Liaise with internal departments to ensure case runs smoothly and any guarantee
deadlines are met.
* Being able to confidently read a client’s file and understand the entire process from start
to finish.
* Know how to deal with complaints.
* Comply with all security and confidentiality policies.
Skills and Knowledge:
* Good time management skills and ability to multi-task and prioritise work.
* Attention to detail and problem-solving skills.
* Good written and verbal communication skills.
* General knowledge of IFA referral process.
Be able to:
* Use excel spreadsheets
* Use Microsoft Word
* Use Salesforce database
* Prioritise own workload
Key Performance Indicators:
* Achievement of service standards
* Accuracy
* Treating Customers Fairly
Offering competitive rates and a quick start if the suitable candidate is found.
INDIG

Client Liaison Administrator

Job Title: Client Liaison Administrator
Reports To: Team Leader Client Liaison
Role Summary: General administration duties relating to updating and managing client expectations. Dealing with clients and IFAs on the telephone in a professional manner.
We are currently looking to support our client with the following vacancy and can offer a temp to perm package based on the successful completion of a 12 week temp probation period prior to being offered a permanent placement with our client. The office is a great and vibrant place to work and offers many brilliant benefits and incentives to their employees.
Duties and Responsibilities.
* Building relationships with and keeping clients informed on the progress of their case
* Forming part of the call queue, dealing with general queries or fielding calls out to the relevant teams
* Setting up of new clients on Salesforce (data input – ensuring accurate record keeping)
* Introductory phone calls
* Responding to new enquiries that come in via both telephone and email
* Issuing and chasing relevant client documents (incl. suitability and abridged advice reports, triage forms, health
data consent forms etc.)
* Complete bi weekly updates (via telephone, email and letter)
* Arranging Adviser Recommendation and Abridged Advice appointments (diary management)
* Processing existing client’s withdrawal requests
* Processing bereavements
* Complaint handling
* Comply with all security and confidentiality policies
* General administration (incl. Scanning, managing mailbox, filing, pre-completing forms)
Skills and Knowledge:
* Good time management skills and ability to multi-task and prioritise work.
* Attention to detail and problem-solving skills
* Good written and verbal communication skills
* General knowledge of pensions and/or pension freedoms
Desirable Experience:
* Experience of Microsoft Office Programmes (e.g. excel, word, outlook)
* Previous customer service / telephone experience
Key Performance Indicators
* Achievement of service standards
* Accuracy
* Treating Customers Fairly
Offering competitive rates and a quick start if the suitable candidate is found.
INDIG