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Pensions Adviser / Specialist

Employer
Alexander Mae Ltd
Location
Bristol, UK
Salary
Competitive
Closing date
Aug 23, 2019

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Job Role
Management Accountant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Pensions Adviser / Specialist Competitive Salary & superb benefits package Bristol or Gloucestershire The Company: Superb organisation that genuine value their staff. Market leader in the wealth management / financial services field. The role: To provide a peerless technical pension query resolution service, adhering to agreed standards, to Advisers and the wider business. Through consultative questioning, help to identify more complex technical needs and if appropriate refer to a more experienced technician. Key

responsibilities:
Accurately resolve technical pension queries received predominantly via phone, email, ASK, LiveChat and any other digital medium. Support the delivery of core service as required by the operation. Takes personal responsibility for improving own technical knowledge, product/process/system knowledge as well as service skills. Takes personal responsibility in achieving the quality assurance targets set within the requirements of the QA framework in place. Personally, display and evidence adherence to the companies competency framework and the colleague and customer service charters. Maintain professional qualification standards through effective CPD evidencing and recording. Personally contribute to the continuous improvement of the technical query resolution service. Willing contribution to small scale projects within the division. The Person: Must demonstrate good working knowledge of all pension products/services/systems offered through completion of internal accreditation licences Can competently convey technical pension related information through calls/email/Techlink and any other digital medium to ensure comprehension by intended audience Ability to apply consultative questioning techniques to analyse the full extent of technical query and provide the appropriate answer Working towards or qualified to Level 4 QCF or equivalent eg. Cii Diploma in Regulated Financial Planning Experience of working in a fast-paced technical query resolution environment - with high quality standards and deadlines. Full study support given to CII Diploma or Chartered status The

location:
North Bristol with parking The hours: Monday to Friday 9am - 5pm The

Salary:
Competitive Salary Superb Benefits package The Superb Benefits: Performance Bonus based on company performance and personal development, Pension 10% of base salary rising to 12.5% then 15% following length of service. Holiday entitlement 25 days rising to 30 days, Life cover equivalent to ten times base salary, Critical Illness for individual and immediate family, Medical Insurance BUPA, Additional benefits include; SAYE Share Options, Salary & Pension Contribution payable in the first 12 months of illness, Eye-Tests, Refreshments, Childcare Vouchers, Season Ticket Loans. FREE PARKING.

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