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Full Time
Job Sector:
Administration / Office Work
Bristol City Centre
Salary description:
Start Date:
Job Ref:

Our client who are well-established pensions and investments company, who are based in Central Bristol, are looking for a service executive to join their team. They have a FTC until December 2017.

You will receive a competitive salary with excellent benefits including: 35 hour working week, private Medical Insurance, group money purchase pension scheme - the company will match your contributions up to a maximum of 6%, death in service benefit of 4 x annual salary, permanent health insurance, 25 days paid annual leave plus bank holidays, interest free season ticket loan (travel), childcare voucher scheme, active staff & social club.

Job Purpose/Summary:
Providing general administrative support to a team of Service Executives and facilitating excellent service for Investors to ensure positive investor outcomes are achieved. To ensure office orders are maintained and organised. The role provides the opportunity to gain the basic knowledge and skills needed to progress to a Service Executive if desired.

Main Accountabilities:
o Representing in a professional manner and producing work of the highest standard.
o Developing good working relationships with internal teams and third parties. Dealing with basic queries by telephone, email, and letter as appropriate.
o Administer work on core processes generated by investors, advisers and internal instructions within agreed service levels.
o Working under the guidance of Service Executives and Senior Service Executives, providing good customer service, taking ownership of work, any issues arising, fixing them promptly and escalating when appropriate.
o When processing use clear, concise communication (verbal & written) that is appropriate for the audience.
o Ensure accurate system data and investor records are maintained.
o Work efficiently in an organised manner.

Job knowledge, skills, qualifications and experience required:
o Good numerical skills, with an eye for detail
o A flexible attitude with a willingness to go the extra mile
o A team player but able to work independently using own initiative
o Developing analytical and problem solving skills
o Time management awareness and the ability to work to deadlines
o Computer literate, good Microsoft Office knowledge
o Educated to GCSE level with Maths and English grade C or above

Knowledge of SIPP and/or SSAS products and the Financial Services market.

Person Specification:
You will display the following attributes:
o Willingness to try new things and embrace change
o Reliable and punctual
o Good organisation skills
o Developing communication skills with the ability to articulate basic information
o Positive and professional attitude
o Demonstrate initiative

If interested in this opportunity then please hit apply or send your CV to

We will endeavour to be in touch as soon as possible. If you are not successful on this occasion we will keep you CV on file and be in touch when other suitable positions become available.

Company Description

Pertemps have been trading for 30 years here in Bristol and enjoys longevity of staff which continues to contribute to our success in the area. We have long standing working relationships with many clients and candidates and we are always happy to provide testimonials to this effect.

Our core areas of recruitment are: (Temporary and Permanent)

• Call Centre – Inbound and outbound Customer Service Advisors

• Office Support Staff – Administrators, Receptionists, Secretaries, Office Managers, Finance, Accounts, Internal and External Sales Executives and we also provide other specialist recruitment solutions

Closing Date:

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