Pension Transfers Administrator Crowborough
Salary: £Neg (doe) Ref: 1372838
You would be ensuring that all enquiries and requests are handled in a professional and timely manner, prioritising workloads ensuring Cash Equivalent Transfer (CETC) Guarantee Dates are met. In addition you would be checking transfer pack process checklist, contacting clients to request recalculation fees and chasing the progress of pension transfers. You would need to have a willingness to study, as it would be a requirement for the successful candidate to take chartered Insurance Institute (CII) exams - RO1, RO2, RO4 and AF7, which are pension specific qualifications. The company will pay for your study material and first exam for each module. Finally, you would need to be a team player, possess a good telephone manner, computer literate and proactive. This would be a fantastic opportunity for the right person wanting to forge a career within an IFA.
We endeavour to reply to all applications. However if you have not heard from us within 7 days you have been unsuccessful with this particular role. You are very welcome to apply to future advertisements placed by The Sammons Group.
The Sammons Group is an Employment Business and Employment Agency as defined by the EAA Regulations 2003, and we abide by the Code of Practice of our industry body (the Recruitment & Employment Confederation - REC).
We are committed to supporting and promoting diversity in the workplace, and welcome applications from candidates regardless of age, belief, disability, ethnic origin/nationality, gender/gender reassignment, marital/civil partnership status, pregnancy/maternity, or sexual orientation - we recruit on the basis of talent. If you require reasonable adjustments in the recruitment process, please let us know.
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