Client Services/Pensions Administrator

Do you have experience within an administration role, an eye for detail and strong customer service skills?

This could be the role for you.

The Opportunity

Joslin Rhodes has grown by being fantastic at what we do, merging life coaching with financial advice to really improve people’s lives.

We work primarily with ordinary folk at or approaching retirement, coaching them through the life and money decisions they face.

Demand for our services continues to grow, which is great. As such we’ve identified a need for an awesome person to join our Client Services team.

We’re looking for someone to help us deliver excellent client outcomes in an administration role.

You’ll be involved in production and quality targets and will be a positive, organised individual who works well under pressure.

Our Core Values

  • We tell it like it is
  • We simplify to empower
  • We ask and answer the big questions
  • We give warmth & comfort
  • We put WOW in everything we do

Are we right for each other?

The Role

  • Discovery and input of all client information
  • Chasing pension providers and administrators
  • Arranging the transfer of pension funds and investment funds for clients
  • Processing withdrawals for clients
  • Building great client relationships, answering phone calls to assist with any queries or requests
  • Updating client meeting outcomes and making sure all required tasks are dealt with promptly and accurately
  • Completing all necessary administration to support our clients through their annual review meetings
  • Verbal and written communication with clients

What we’re looking for

  • Do you have experience working in a financial service and/or Pensions environment?
  • Have you experience within an administration role and/or with clients?
  • Are you driven by quality & accuracy to “get it right first time”?
  • Can you dig in and get to the heart of the problem and help solve it?
  • Do you love being accountable and taking the responsibility for your work?
  • Do you do what you say you’re going to do?
  • Are you a nice person?
  • Are you trustworthy?
  • Do our core values resonate with you? Do you live them in both your personal and professional life?
  • Do you tell it like it is, deal with the tough questions and get stuff done?

What We’re Offering

A competitive salary and opportunities for competency and career/pay progression

Employer contributory pension scheme

Get out of bed every day and work with great people doing a fantastic job with amazing clients

Be a part of something unique and special that adds value to the world

Have a job in a company that supports and champions the human outcome for the team and our clients

How to Apply

Send an email with an overview of who you are and why you think you’d make a great Pensions Administrator, along with a copy of your CV.

Closing Date: When we find the right person.

Job Types: Full-time, Permanent

Salary: From £18,000.00 per year

Schedule:

  • Monday to Friday

Education:

  • Bachelor’s (preferred)

Work remotely:

  • No

Apply for this position

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