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Client Portfolio Assistant

Rowanmoor Executive Pensions Limited

In your role as Client Portfolio Assistant in Salisbury, you will receive a bespoke structured training programme to get you up to speed for this challenging role,

Our administrators provide a personal and professional service to our clients in a fast-paced environment where efficiency and accuracy are key, ensuring that deadlines and corporate standards are achieved. Successful candidates will have strong customer service skills and a professional, helpful approach.

Key Accountabilities

Once trained you will be responsible for providing a full pension administration service for your own portfolio of clients. In this fast-paced environment your duties will include:

  • Arranging the establishment of new pension schemes
  • Dealing with a wide variety of permitted investments
  • Agreeing and paying pension benefits
  • Liaising directly with clients and their professional advisers
  • Filing reports with HM Revenue & Customs as required

Who you are and the experience we’re looking for

Delivering excellence is no easy task, particularly when you are transforming a business. So we’re looking for someone with the right experience and behaviours to join our team. The 'DNA’ we look for starts with high proactivity and tenacity, the desire to deliver service excellence, attention to detail and a passion for both innovation and continuous improvement. As well as this, you will need to have:

  • Previous administrative or pensions experience is not essential as      full bespoke training will be provided
  • Qualified to A-Level standard with Minimum GCSE Maths and English      grade C or above (or equivalent required) / or qualified by experience
  • Good customer service skills
  • Strong numerical and data processing skills
  • Good attention to detail
  • Computer literate with good working knowledge of Microsoft packages
Closing Date:
22nd February 2019

Rowanmoor Executive Pensions Limited

Rowanmoor Executive Pensions Limited

Rowanmoor House
46-50 Castle Street
T: 08445 440 573


Human Resources
Rowanmoor House
T: 03445 440684

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