To review Personal Pension sales to ensure all regulatory targets are met in a compliant and cost effective manner.Expectation
· You will be required to follow written procedures to establish that the advice given was appropriate to the client`s situation.
· You will be required to ensure all regulatory audit requirements are met and a high standard of administration is maintained.
· You will be required to be pro-active in achieving the section, department and overall Pension Review targets.
Accountabilities
1. Plan daily work approaching all tasks conscientiously.
2. Pay close attention to detail to ensure that errors are kept to a minimum.
3. Participate in group meetings, sharing information with colleagues.
4. Refer queries or complaints above your level of authority.
5. Undertake any duty as reasonably requested by your manager.
6. Meet productivity standards as defined by your manager.
Key Behaviours
· You will be required to be flexible towards the needs of the department (working hours, tasks, location).
· Paying attention to detail.
· Communicating in a clear and simple manner.
· Supporting colleagues to achieve objectives.
· Approaching all tasks conscientiously, enthusiastically and with a sense of urgency.
· Accepting accountability for personal and team actions.
· Building relationships with colleagues and customers.
Job related experience, qualifications and skills
Preferably candidates will be educated to GCSE standard.
Excellent verbal and written communication skills.
Have the ability to work accurately.
Be able to meet deadlines and work under pressure.
Have a mature attitude.
To be able to work as part of a team.
Have good organisational skills.