At a Glance
- Tasks: Provide essential admin support and client service for pension-related activities.
- Company: Join a dynamic team focused on pensions and divorce expertise.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Opportunity for growth into report writing as you gain knowledge.
- Why this job: Make a real difference in clients' lives while building your career.
- Qualifications: Proficient in Microsoft Office and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
This role is to provide essential administrative and client service support to the Pensions on Divorce Expert, ensuring the smooth operation of day-to-day pension business activities.
Key Responsibilities
- Entering client information onto IO/CRM.
- Drafting Terms of Business and Letters of authority.
- Submitting letters of authority to pension providers, taking ownership and organising chasing the information for each case.
- Gather scheme data and documentation.
- Perform calculations for pension sharing reports.
- Support the preparation of pension sharing reports and assistance with divorce related pension case work.
- Proofreading reports for accuracy and consistency.
- Opportunity to progress to report writing once knowledge has built up.
External Relationships
- Liaising with Providers/Platforms to chase information.
- Dealing with client calls and emails.
- Dealing with solicitors calls and emails.
Internal Relationships
- Working closely within the pension on divorce hub.
- Working closely with the PODE to provide full support.
Person specification
Knowledge and experience
- Good understanding of office procedures and administrative systems.
- Proficient in Microsoft Office applications (Word, Excel, Outlook, PowerPoint) with strong overall IT skills.
- Ability to quickly learn and adapt to new software systems.
- Experience working in a fast-paced office environment, including small teams and independently.
- Ability to organise workload, prioritise effectively, and identify issues for escalation.
- Awareness of data protection regulations and confidentiality principles.
- Understanding of internal communication protocols and business processes.
- Experience handling incoming calls and emails in a professional manner.
- Strong communication skills, delivering information clearly and concisely (verbal and written).
- Excellent interpersonal skills with the ability to build positive working relationships.
- Strong organisational and time management skills.
- Reliable with excellent timekeeping.
- Adaptable and resilient in a busy environment.
- Previous experience within the IFA and pensions administration sector (minimum two years).
Personal Skills
- High level of attention to detail and accuracy in calculations.
- Clear, professional communication style.
- Supportive team player with a helpful and positive attitude.
- Willingness to learn, take direction, and develop skills.
- Discreet, trustworthy, and reliable when handling sensitive information.
- Strong organisational skills with the ability to prioritise effectively.
- Analytical skills and mathematics proficiency.
Support Administrator in Pembury employer: Shackleton Advisers Limited
As a Support Administrator at our company, you will be part of a dynamic team dedicated to providing exceptional client service in the pensions sector. We pride ourselves on fostering a supportive work culture that encourages professional growth and development, offering opportunities to advance your skills and progress within the organisation. Located in a vibrant area, we provide a collaborative environment where your contributions are valued, making it an excellent place for meaningful and rewarding employment.
Contact Details:
Shackleton Advisers Limited Recruitment Team
