Careers at Grove Pension Solutions

Our mission is to be the best in the industry

Job Title: Client Liaison Administrator

Reports To: Team Leader Client Liaison

Role Summary: General administration duties relating to updating and managing client expectations. Dealing with clients and IFAs on the telephone in a professional manner.

Duties and Responsibilities:

  • Building relationships with and keeping clients informed on the progress of their case
  • Forming part of the call queue, dealing with general queries or fielding calls out to the relevant teams
  • Setting up of new clients on Salesforce (data input – ensuring accurate record keeping)
  • Introductory phone calls
  • Responding to new enquiries that come in via both telephone and email
  • Issuing and chasing relevant client documents (incl. suitability and abridged advice reports, triage forms, health data consent forms etc.)
  • Complete bi weekly updates (via telephone, email and letter)
  • Arranging Adviser Recommendation and Abridged Advice appointments (diary management)
  • Processing existing client’s withdrawal requests
  • Processing bereavements
  • Complaint handling
  • Comply with all security and confidentiality policies
  • General administration (incl. Scanning, managing mailbox, filing, pre-completing forms)

Skills and Knowledge:

  • Good time management skills and ability to multi-task and prioritise work.
  • Attention to detail and problem-solving skills
  • Good written and verbal communication skills
  • General knowledge of pensions and/or pension freedoms

Desirable Experience:

  • Experience of Microsoft Office Programmes (e.g. excel, word, outlook)
  • Previous customer service / telephone experience

Key Performance Indicators

  • Achievement of service standards
  • Accuracy
  • Treating Customers Fairly

Get in Touch

If you are interested in a particular position or would like more details, please email your CV to careers@groveps.co.uk or fill in the contact form below.

Grove Pension Solutions Ltd

Grove House, London Road
Halstead, Sevenoaks
Kent
TN14 7DS
Tel No: 01959 534 082

GROVE SUPPORTED CHARITIES

Grove actively support the following charities and institutions

Livability
Libra
Libra
Bromley Mencap
Aquaid