[ref. u5430120] Michael Page - Pensions / SIPP Client Services
Michael Page City of London
About Our Client
Our client is an esteemed organisation in the Financial Services industry. With a global presence and a team of over 10,000 dedicated employees, they are committed to providing top-tier financial solutions and services. They are renowned for their customer-centric approach and their dedication to innovation and integrity.
Job Description
Pensions / SIPP Client Services- Ensure that all client pension inquiries are responded to within defined service levels and in line with business standards
- Understands client's needs, expectations and behaviours and provide the appropriate materials/responses to meet those needs. As a Senior Consultant you will be able to explain to clients in depth both the pension accumulation and de-accumulation phases of the SIPP.
- Acts as an escalation point for the SIPP Queries team as required and passes on product knowledge to the greater Personal Investor team
- Communicates effectively and able to translate complex pension rules into simple terms that resonate with clients and/or third parties
- Manages client data for internal record keeping purposes and is risk aware
- Acts as a Subject Matter Specialist maintaining technical expertise and keeping abreast of current and changing retirement issues and regulations
- Provides constructive feedback and recommendations to achieve product and service enhancements
- Supports continuous improvement initiatives for internal and external processes and services
- Participates in special projects and fosters strong professional relationships with internal and/or external partners
- Self-starter with a can do attitude
- Adapts to change in a positive manner
- Champions excellence and attention to detail
The Successful Applicant
Pensions / SIPP Client Services- Undergraduate degree or equivalent combination of training and experience
- Preferably possess relevant pension qualifications (R04 or equivalent)
- Previous experience explaining to clients how to accumulate benefits in a SIPP and options at retirement
- Minimum 5 year industry experience
- Excellent interpersonal, verbal and written communication skills
- Strong analytical ability and problem solving skills
- Attention to detail, follow through, good judgment and flexibility
- Excellent time management and organisational skills
- Ability to multi-task and adjust to change and ambiguity in a positive manner
- Ability to work under pressure
- Pensions / SIPP Client Services
- Permenent role
- Finacial Srrvoces, pensions specifically
- Salary £50-55k
Page PersonnelCity of London
and delivering industry leading client service quality to our stakeholders. Working alongside your colleagues and the wider business on the team to source answers
• Client Communications - ensuring the highest degree of care and accuracy when producing, checking...
Extreme ReachLondon, 2 mi from City of London
Reporting to the Director, Client Services, this position is responsible for providing exceptional client service while collaborating with team members in all departments to ensure a seamless client experience.
This role requires a proactive mindset...
The Kennel ClubAylesbury, 37 mi from City of London
Job Advert
An opportunity has a risen in the Call Centre within the Operations Department for a Client Services Advisor.
What the role involves:
Your role within the team will be to ensure that our customers have all the information they require...