MUST BE BASED IN SOUTH AFRICA

THIS IS A FULLY REMOTE ROLE

About Us:

Invest Your Future, Join Our Team

Reeves Independent are an award winning, FT Top 100 Advice Firm who deliver outstanding

customer care within the areas of pension advice, retirement planning and investment services. Our

growth is based on our straightforward approach to financial advice and our focus on the service we

provide to each individual we work with.

We are continuously expanding and are looking to recruit and retain the best talent. If you are

ambitious and proactive, our organisation will provide you with environment to thrive in. We offer

competitive salaries, personalised training programmes, study support and endless development

opportunities to our people.

The Role & Responsibilities:

Our Administration Team are at the heart of the service we provide to our clients. The team is

involved in every area of the business and really drive our internal processes. If you are looking for a

technical role where you can hone your skills within Financial Services, this role is perfect. The key

responsibilities will look like:

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.

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. Complete packs for complex business

Complete pipeline for complex business

General administration as required

Reporting to: RFS & Retirement Servicing Manager

Key Responsibilities

Ensuring careful and accurate completion and recording of

forms

Understanding the importance of detailed and accurate

commission profiles

Communicating with the client to update them on the

status of their submission

Ensure accurate completion and updating of KPI records

Ensuring submitted files are compliant

Pipeline

Chasing submitted business to completion

Problem solving any issues that occur

Keeping the client updated on the status of their business

General Administration

Answer inbound calls in a polite and friendly manner,

redirect calls as needed

Complete scanning, filing and printing as and when needed

General Responsibilities Communicating effectively and respectfully with all coworkers, clients and 3rd parties

Ensuring general tidiness of the office at all times

Compliance with all company policies and procedures

Compliance with the regulator, the FCA

Undertake any reasonable duties to contribute towards

customer care

Undertake any reasonable duties to help the company

reach the goals

To behave in a fit and proper manner in accordance with a

professional organization

Maintain an open minded, positive outlook whilst

maintaining high levels of diligence

CRITICAL TASKS

Work is accurate and compliance guideline understood and followed.

All required documents are received, completed and signed where required.

Raise risk alerts appropriately and consistently in line with policy.

GDPR and data protection is followed at all times.

All information is accurately recorded/logged.

Requirements

What We’re Looking For:

An ambitious, detail focussed and proactive individual.

A good working knowledge of Microsoft Office applications.

Previous experience using a CRM system.

Experience of working in a client relationship focused, targeted fast paced environment.

Excellent attention to detail and able to work quickly and accurately.

Excellent organisational and communication skills.