* Part-time role with flexible working days
* Competitive starting salary
* Discretionary bonus
* Hybrid working environment
* 20 days annual leave plus bank holidays
* Additional discretionary days over the Christmas period
* Clear career progression with support towards professional qualifications
* Pension scheme
* Christmas and summer company outings
Must have’s
* Friendly and well-organised approach
* Previous experience within pensions and/or investments
* Ability to follow processes and procedures accurately
* Experience updating CRM systems with strong attention to detail
* Confident communication skills, both written and verbal
* Strong telephone manner with a focus on excellent client service
* Ability to work effectively both independently and as part of a team
So, what will you be doing?
* Handling client queries and providing clear, timely responses
* Supporting advisers by managing emails, calls and follow-up tasks
* Completing documentation and due diligence for case submissions
* Preparing meeting notes and review letters
* Keeping internal systems fully up to date
* Working closely with advisers to build strong relationships with them and their clients
* Processing new business for advisers
Interested? Send your CV to Ellie at i2i Recruitment today!
Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it’s successful
Salary description
£25000.00 - £30000.00 per year