REEVES INDEPENDENT

Responsibility

• processing Letters of Authority and input accurate data in our CRM system
• communicating with pension providers daily and requesting scheme information
• preparing sign up packs and issuing confidential documents to new and existing clients on schedule to submit new business
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• interpreting, gathering and analysis of key data
• analysis of data to ensure all information is correct
• submitting business to platforms and providers for our existing clients
• ensuring submitted business is progressed through to completion
• carefully and accurately completing and recording forms for our existing clients
• communicating effectively with clients and 3rd parties

Earnings for position administrator

Responsibility

• setting up and recording external meetings with fund managers
• organising external client meetings
• organising internal team meetings
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• auditing investment transactions
• actioning bulk administrative duties including investment changes and communications
• you will be responsible for preparing sign up packs and issuing confidential documents to New Clients on schedule to submit new business

Requirements

• has up to date knowledge of relevant pension legislation, regulations and technical developments affecting pension administration
• experience of working in a client relationship focused, targeted environment
• excellent attention to detail and able to work quickly and accurately
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• excellent organisational and communication skills
• A-Level qualifications or equivalent
• has up to date knowledge of relevant pension legislation, regulations and technical developments affecting pension administration. This is preferable but not essential

Responsibility

• to be the main point of contact for our clients and managing their experience within Reeves Independent
• to ensure the client is kept up to date on their case
• to collect and analyse data to ensure maximum performance and establish performance gaps within the New Client Advice process
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• to coordinate the support process in a timely manner to ensure documentation for client calls is present and correct
• to be the key point of contact for our New Client Advice Team, assisting them in providing client advice, workflow management and diary management

Requirements

• experience of working in a client relationship focused, targeted environment
• excellent attention to detail and able to work quickly and accurately
• excellent organisational and communication skills
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• A-Level qualifications or equivalent

Responsibility

• ensure project deliverables meet quality standards and are completed on time and within budget

Requirements

• proven track record of successfully delivering projects on time and within budget
• strong project management skills, including experience with project planning, risk management, and budgeting
• excellent leadership and team management skills
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• minimum of 3 years of experience in project management
• strong communication and interpersonal skills
• ability to work effectively with cross-functional teams and stakeholders at all levels
• knowledge of project management methodologies such as PRINCE2, Agile and Waterfall
• A relevant project management certification such as PMP, PRINCE2, or Scrum is desirable

Responsibility

• support the wider Marketing Team with any ad-hoc tasks

Requirements

• A minimum of two years’ experience in a marketing role is required
• candidates who have worked as a Junior Marketing Executive or Marketing Assistant would hold an advantage
• experience in content creation, email marketing, social media, and digital marketing
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• experience with using Adobe Premiere Pro. would be an advantage
• ability to track performance and identify opportunities and issues
• eager and positive can-do attitude
• clear ability to prioritise and manage multiple projects
• passionate and enthusiastic
• able to work well under pressure and deliver on tight deadlines
• flexible and adaptable