Pensions Specialist

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Job Description

Responsibilities of this position will include:

  • Act as a first point of contact for customers on all service related queries;
  • Setting up new pension accounts with prospective clients and Trustees and dealing with pension queries;
  • Servicing existing pension client base including Fund Only execution clients;
  • Responsible for Funds Only Account redemptions;
  • Providing a professional service by processing all enquiries efficiently;
  • Gather and record accurate client details;
  • Liaise with internal teams to investigate and respond to all client queries raised;
  • Contribute to projects and process improvements as required.


  • Third Level qualification in a business related discipline;
  • Undertaking or have attained QFA qualification ;
  • 2-3 years in a customer service role;
  • Good communication stills and customer focus;
  • Ability to work on own initiative and to strict deadlines;
  • Persuasive, enthusiastic outgoing nature with an ability to quickly build rapport with customers and Trustees;
  • Organised and methodical while multi- tasking;
  • A high level of proficiency in MS Word, Outlook, Powerpoint and Excel;
  • A strong and flexible approach to working as part of a team.
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