Retirement Specialist Administrator - Part Time Job In Newport

Retirement Specialist Administrator - Part Time


  • £1 - £250000 per annum
  • Posted: 26/06/2019
  • Newport
  • Job Ref: 144102137
  • Permanent

Job Details

Looking for a new and rewarding opportunity where you can put your administrative skills to the test? If so, Pertemps would like to hear from you.

Our client, a leading investment solutions company are seeking a hardworking, driven customer focussed individual to join their team to encompass the role of ‘Retirement Specialist Administrator’ to join their team on a part-time, 3 days a week basis.

Main duties and responsibilities include but not limited to:

Generating income through the delivery of first-class customer service.
Have excellent attention to detail to avoid duplication of effort and work.
Ensure clients are contacted and managed in a timely fashion
Identify where improvements can be made in the service provided and to manage workload
Delegating tasks as appropriate
Maintaining professional relationships and contact with product providers
Management of customer files ensuring they are kept up-to-date at all times.
To undertake all ad hoc tasks as and when required,
Experience and Qualifications Required

Pensions/Financial Services knowledge and experience preferred
Good knowledge of Word and Excel
Preferred experience of CRM systems
Ability to be self-sufficient and work well independently as well as part of a team
Excellent communication skills
If you are passionate about customer service, available immediately and feel you have the desired skills and experience, please send your CV and a brief covering note to caitlin.darcy@pertemps.co.uk