At a Glance
- Tasks: Support clients and advisers with top-notch service and efficient processing.
- Company: Join a growing financial services company focused on client satisfaction.
- Benefits: Competitive salary, discretionary bonuses, pension scheme, and funded training opportunities.
- Other info: Dynamic team environment with opportunities for career progression.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: Customer service experience preferred; graduates eager to learn are welcome.
The predicted salary is between 25000 - 32000 £ per year.
As a member of the Ongoing Service team, you will be point of contact for all ongoing clients. Your responsibility will be to enhance My Pension Expert’s reputation, by the prompt delivery of a quality customer service, increasing effectiveness and ease of doing business with us.
Outline of Role
- Prepare client review files to support adviser meetings.
- Process transfer of servicing rights forms efficiently, ensuring compliance with current FCA regulations.
- Prepare and submit applications to providers, along with ad-hoc client requests.
- Maintain accurate and up-to-date client documentation across all systems.
- Ensure all case notes are updated with clear progress and a full audit trail.
- Coordinate with clients to obtain required information and arrange adviser appointments as part of the annual review process.
- Provide a professional and dedicated support service to both advisers and clients.
- Process client income payments/withdrawals across various third-party platforms.
- Review and analyse incoming information received electronically and via post.
- Deliver excellent customer service by responding to enquiries promptly and efficiently.
- Take ownership of customer enquiries across all communication channels, investigating and resolving issues proactively.
- Maintain regular contact with external pension providers to ensure requests are completed within agreed timescales.
- Handle confidential information in line with company policies and regulatory requirements.
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.
The Person
A hardworking and proactive individual who has client satisfaction at the forefront of everything they do and you will ideally have experience in customer service administration. However, we welcome applications from graduates who are looking to develop a career in Financial Services. This role will suit a proactive and meticulous team player with strong interpersonal skills with a desire to learn and improve skills on an on-going basis. You will naturally be customer service focused with a genuine desire to help, a clear focus on quality and service and taking ownership for delivery of results. You will require strong attention to detail and excellent data entry skills.
Skills, Knowledge & Experience
- Previous experience of working within an underwriting environment (Desirable)
- Knowledge and experience of Pensions and Financial Services would be advantageous (Essential)
- Experience of working on the telephone (Essential)
- Knowledge and experience of Microsoft Office and Outlook (Essential)
- Ability to organise, multitask, prioritise, and work under pressure (Essential)
- Can do and flexible attitude (Essential)
- Possess excellent written and verbal communication skills (Essential)
- Previous experience of working with Customer Relationship Managements (CRM) software (Desirable)
- Ability to adapt to changing regulations and requirements in the pension industry (Essential)
Qualifications
- GCSE Math’s and English – Grade C or above (Essential)
Accountabilities & Working Relationships
- Reports to Client Support Team Manager
- Works within a team
Working Hours
Shift pattern - Monday to Friday 9am to 17.30pm. Required to work 1 evening per week (paid overtime at 1.5x) 17.30pm to 19.00pm.
This position represents an opportunity to work for a growing business.
Discretionary bonus scheme. Contributory Pension Scheme. Opportunities for career progression with funded training.
Financial Advisor Administrator in Doncaster employer: My Pension Expert
My Pension Expert is an exceptional employer that prioritises client satisfaction and employee development within a supportive work culture. Located in a dynamic environment, we offer a range of benefits including a discretionary bonus scheme, a contributory pension plan, and opportunities for career progression through funded training. Join us to be part of a proactive team where your contributions are valued and you can grow your skills in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor Administrator in Doncaster
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching common questions for Financial Advisor Administrators. Practise your responses, focusing on how your skills align with the job description. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that role! We love seeing applications directly from candidates who are eager to join our team. Plus, it makes tracking your application easier for us!
We think you need these skills to ace Financial Advisor Administrator in Doncaster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Advisor Administrator. Highlight any customer service experience and skills that match the job description, like attention to detail and multitasking.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for customer service and how you can enhance our reputation at My Pension Expert. Be genuine and let your personality come through.
Showcase Relevant Skills:Don’t forget to mention your experience with Microsoft Office and any CRM software. These are essential for the role, so make them stand out in your application!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at My Pension Expert
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of pensions and financial services. Familiarise yourself with FCA regulations and how they impact client interactions. This will show that you're proactive and serious about the role.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've delivered excellent customer service. Think about times when you resolved issues or went above and beyond for a client. This will highlight your dedication to client satisfaction, which is key for this role.
✨Be Organised and Detail-Oriented
Since the role requires strong attention to detail, come prepared to discuss how you manage your workload and ensure accuracy in your tasks. You might even want to bring a sample of your organisational methods or tools you use to keep track of client information.
✨Ask Thoughtful Questions
At the end of the interview, have a few questions ready that show your interest in the company and the role. Ask about the team dynamics, opportunities for training, or how they measure success in the position. This demonstrates your enthusiasm and willingness to engage.
