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 or fill in the contact form below.

Grove Pension Solutions Ltd

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


Grove actively support the following charities and institutions

Bromley Mencap