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Why Retirement Line?

We offer preferential rates

You can receive a higher retirement income thanks to our preferential rates.

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Client Relationship Consultant (Administration)

Location: Hampton Hargate, Peterborough

Salary: £16k-£18k basic depending on experience - (additional monthly financial incentives)

An excellent opportunity has arisen for a number of talented administration professionals to join the UK's largest broker specialising in annuities alone*. The At-Retirement market is booming, hence we are rapidly expanding and require experienced, dedicated and well organised admin people, preferably with a background in financial services but not essential.

Introduction to Retirement Line

Retirement Line specialises in retirement income, providing a vital service in helping retirees by shopping around for a better pension income.

We are one of the largest brokers in the UK, arranging annuities directly for the general public. The excellent service we offer is also acknowledged by over 2,500 Independent Financial Advisers (IFA's), who refer their annuity clients to us. Our non-advised service is conducted with our clients, both online and over the phone, providing them with the most favourable rates from the UK's leading insurers.

An excellent opportunity

  • Cutting edge admin support and automation, providing the tools needed to work effectively.
  • Growing, profitable company with opportunities for career advancement.
  • Structured training programme and support.
  • Monthly vouchers available.
  • Employee benefit scheme.

Key responsibilities

  • The purpose of the role is to provide excellent customer service and deal with all incoming queries and correspondence related to the purchase of the client’s annuity in a timely manner whilst ensuring the highest of quality is maintained.
  • To ensure a polite, friendly, efficient and professional service is offered at all times.
  • To accurately complete database system and ensuring client files are maintained to a high standard.
  • To constantly and proactively look for ways to improve service through performance, communications, procedures and systems.
  • To support the Admin/Management team as required.

Knowledge and skills requirements

  • Ability to establish effective relationships with clients at all levels.
  • Excellent communication skills.
  • Knowledge of Outlook, Word, Excel.  Training given on our bespoke Computer Systems.
  • Strong interpersonal skills – team player.
  • A strong focus on processes and controls.
  • Competent Numerical skills.
  • Methodical and ‘right first time approach’.
  • Understanding of the Pensions/Annuities industry an advantage, but not a necessity.
  • Awareness of the regulatory and legislative framework (FSA, DPA etc) an advantage, but not a necessity.

Requirements or Qualifications

  • Financial Services experience preferable, but not essential.

How to apply

Please apply for this role by emailing CV’s to Hayley Tattersall – Hayley.tattersall@retirementline.co.uk or send your CV by post to the following address:

FREEPOST RSKG - TLTZ - EKGC
Hayley Tattersall
Retirement Line Limited
52 Forder Way
Hampton
Peterborough
PE7 8JB

For further information on this role or other available positions please contact Hayley Tattersall at the above email address or call 01733 307200.

 

Call now and talk to an Annuity Specialist about how we can boost your annuity income in retirement

0800 652 1316



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