At a Glance
- Tasks: Support top-tier clients with Pensions administration and customer relations.
- Company: Join a growing Wealth Management software business in Bath.
- Benefits: Exciting career opportunities and on-the-job training provided.
- Other info: Ideal for those passionate about financial markets and investments.
- Why this job: Be part of a dynamic team launching innovative pension solutions.
- Qualifications: Experience with SIPPs and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
HR Star are proud to be recruiting a Client Services Executive, specialising in Pensions, to join our clients growing Wealth Management software business in Bath, who are about to launch their own Self Invested Personal Pension (SIPP) as Trustees and administrators so it is a really exciting time to join the business.
The main purpose of this role will be to support top tier client accounts with
A dministration, Customer Relations, and Escalations with a focus on SIPPs. Therefore, experience with Self Invested Personal Pensions (SIPPs) is essential.
Key Responsibilities
- Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients.
- Ensure that the FCA Treating Customers Fairly (TCF) principles are adhered to, including raising any areas for concern with either Line Manager or Compliance.
- Completion of key tasks including LTA calculations, Age 75 tests, Defined Benefit Transfers.
- Provide administration support across all areas of the Client Services function.
- Process any external queries received via telephone, email or post.
- Work as part of a team to ensure that all work gets completed within set Service Level Agreements (SLAs).
- Manage risk effectively by informing Line Manager of any incidents, ‘near misses’ or exposures to our risk profile.
Comply with all Company policies and report any risk concerns to Line Manager.
You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management.
Specialist Skills, Qualifications and Experience
Essential
- Have experience working with Self Invested Personal Pensions (SIPPs)
- Excellent interpersonal and communication skills.
- Ability to work well individually, and as part of a team.
- Data processing skills.
- Good attention to detail.
- An ability to prioritise work
- Self-motivated.
- Work as part of a team to achieve team and personal objectives.
- Willingness to learn.
Desirable
- Have Wrap platform knowledge and/or experience, although on-the-job training will be provided.
- Have a Financial Services qualification (E. g. IOC or CII).
- An interest in financial markets and investments.
If you want to be considered for this role, please apply now!
If you have any questions regarding the role, please get in touch: christianviner@hr-star. co. uk
Client Services Executive - Pensions in Bath employer: HR Star
Join a dynamic Wealth Management software business in Bath, where you will be part of an exciting journey as they launch their own Self Invested Personal Pension (SIPP). The company fosters a collaborative work culture that prioritises excellent customer service and employee growth, offering opportunities for professional development in the financial services sector. With a focus on treating customers fairly and a supportive team environment, this role is perfect for those looking to make a meaningful impact while advancing their career.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive - Pensions in Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like HR Star. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Executive - Pensions in Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to HR Star.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on HR Star's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at HR Star
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with HR Star.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at HR Star will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former HR Star employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
