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Pension Administrator
circa £20,000 pa
Maidstone, Kent
Huntsman Hawkes Wealth Management
Job Description:
Hours per week – Monday to Friday 9am to 5.30pm
Starting Salary-circa £20,000 pa
General administrative duties to include the following:
• Checking for new leads and collating the required paperwork for each ready for suitability report stage.
• Logging new leads on the pre-submission spreadsheet, ensuring each stage is updated accurately.
• Completing final compliance checks prior to submission, ensuring attention to detail and accuracy.
• Submitting new business, checking all the data and flagging up any issues or discrepancies
• Logging new submissions on the spreadsheet, ensuring each stage is updated accurately.
• Post and dealing with any issues that may arise from it.
• Scanning and saving of paperwork, ensuring that it is directed to the right lead or person.
• Liaising with lead generators on client activity and status of work via telephone, email and spreadsheet updates.
• Liaising with lead generators on any issues that may arise.
• Dealing with any general enquiries from clients, providers and lead generators, through telephone or email.
• Answering the phone.
• Making drinks and washing up when required.
• Any other duties which may arise.
Contact Details
Cover Letter
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