Pensions Technical Executive

Are you looking to take your first steps into a financial services career? Do you have a strong attention detail and accuracy skills? If so, we’d love to hear from you

We’re looking for someone who thrives in administration and prides themselves on having a keen eye for accuracy and attention to detail to join us as a Pensions Technical Executive.

We are based in Medway City Estate. There’s free on-site parking available and training will initially be office-based for 6 months however, there is the possibility after this for hybrid working with 3 days a week in the office.

Starting salary in the range of £23,400 – £27,000 DOE, plus quarterly bonus scheme and supported CII exam progression. In order to reach the higher end of this bracket, previous pension administration experience would be required.

Role:

  • Creating client’s report packs including suitability reports; declarations; transfer/application forms; illustrations and possibly other documents.
  • Creating addendum letters/reports for clients that have changed their mind
  • Liaising with our advisers and compliance team for some cases
  • Managing each day according to amendments back from compliance/team checks and the report team target
  • Completing ad hoc tasks such as re-setting up clients with providers or re-sending apps
  • Occasional outbound calls – chasing providers for any applicable forms/illustrations
  • Data input on our internal CRM systems and spreadsheets
  • Completing other admin tasks as and when required depending on backlogs

We’re looking for individuals who:

  • Are able to carry out complex work which is technically challenging
  • Are able to carry out research on a specific topic with guidance and can report findings back
  • Are able to provide support to senior managers (such as with audits)
  • Are able to assist with more urgent or especially categorised clients such as defined vulnerable clients
  • Are passionate about helping people.
  • Have a strong attention to detail and high accuracy skills
  • Are team players and will help the team to get through tasks and clear backlogs
  • Are organised and able to prioritise workloads independently whilst adhering to the departments work schedule
  • Are driven to work towards realistic targets and are motivated to meet business goals, as well as being enthusiastic about own progression
  • Are strong communicators both internally and externally
  • Have a desire to complete financial services qualifications (or having already completed CII or equivalent exams)

Exam Requirements:

As part of this role we will require you to complete 2 exams. These will be the internal FA2, to be completed within 6 months of employment and the CF1 to be completed within 12 months of employment.

About us:

To enable us to deliver the best possible service to our clients and create a positive working environment, as a company we abide by these core values:

  • Raising the bar – We continuously improve
  • Offering clarity – We make things clear and simple
  • Putting people first- We always act in their best interests
  • Going the extra mile – We always strive for excellence
  • Fresh thinking – We continuously challenge the status quo
  • Working together – We value each other highly

Harbour Rock Capital is a specialist financial advisory business focusing on pensions and retirement which looks after over £600m in pension assets for more than 12,500 clients.

Founded in 2017, we help clients get the best out of their pensions, both now and in the future. Whether that be through accessing pension benefits, reducing charges, or improving their performance, we’re focused on delivering specialist financial advice along with a great level of service.

In a fast-paced industry that is rapidly evolving, we are at the forefront of providing a proposition that hasn’t been easily available to the everyday person until now. We need to keep providing great customer service as we grow, and as the environment and technology around us changes. We can’t do that by standing still.

Based, in Rochester, Kent, we employ over 150 likeminded people that strive to do an exceptional job for our clients. In turn we create a positive nurturing environment in which they can thrive – from entry level roles with training, development, and career progression available through to highly qualified experienced industry professionals.

A great place to work must continue to hire great people, so, if you think you could be one of them, we want to hear from you.

As well as a competitive salary, you’ll receive the following benefits:

  • Annual bonus scheme
  • 25 days holiday on top of public holidays – plus an extra one on your birthday
  • Long service holiday – additional holiday after 2,5 and 10 year’s service
  • Structured career progression and qualification plan
  • Free mortgage and protection advice with Censeo Financial
  • Tastecard membership
  • Company pension with the same excellent discounts we negotiate for our clients
  • Life assurance
  • Critical illness cover
  • Income protection
  • Private medical insurance
  • Private dental cover (contributory)
  • Free eye test
  • Quarterly Consumer Champion and Values Achievement awards
  • Birthday vouchers
  • Friends and family discount on our services

Harbour Rock Capital is a real Living Wage employer (https://www.livingwage.org.uk/)

Job Category: Pension Access
Job Type: Full Time Hybrid
Job Location: Kent Rochester

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Harbour Rock Capital Limited is a company registered in England & Wales as a Limited Company, No. 10290349. Authorised and regulated by the Financial Conduct Authority, No. 754580. Registered Offices: Affinity House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FD. Telephone: 0800 009 3388. Email: adviseme@harbourrockcapital.co.uk
© 2024 Harbour Rock Capital Limited. All right reserved.