Assistant, Pension Consultancy

Job title:

Assistant, Pension Consultancy

Company

Evelyn Partners

Job description

Company DescriptionEvelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.Read more about us and available career opportunities here: andWhy Evelyn Partners London?Our team operates from the Evelyn Partners head office, fostering collaboration among 1,600 colleagues in a modern environment.We prioritise audit quality through regular training sessions and social events to encourage best practice sharing and teamwork. Additionally, our office is divided into smaller pastoral care teams to foster relationships and ensure a supportive culture, emphasising wellbeing.Job DescriptionWhat will you be doing?We’re seeking a talented individual to join our Pension Team as an assistant in London, which is responsible for the support of the Pension Consultancy team in the delivery of administrative activities, ensuring work is delivered to a high standard and in a timely manner.

• Responsible for post and other front office activities where required.
• Liaise with relevant parties including insurers, introducing firms, etc
• Obtain illustrations from insurers along with technical information, performance enquiries and general provider information
• Manage records and data appropriately and securely in line with company policy
• Ensure comprehensive client records are kept and that these are accurate and up to date at all times
• To collaborate and share best practices with colleagues.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
• Ensure that all chargeable client work is recorded daily
• Assist with the timely production of fee invoices and support colleagues in managing WIP, debtors, and profitability of clients

QualificationsKey Skills and Experience

• Excellent client service skills.
• Proficient IT skills in core Microsoft Office systems and Adobe Sign
• Ability to work independently and within a team
• Ability to prioritise and work well using initiative
• Good communication skills both written and verbal.

Professional Qualifications and Education

• Excellent standard of education, ideally degree qualified but not essential.
• A desire to further develop and to undertake relevant examinations.

Additional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Expected salary

£26000 – 34000 per year

Location

London

Job date

Tue, 11 Jun 2024 22:51:20 GMT

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