Training and Qualification

Supporting the delivery of client plans and project management Assisting in day-to-day retirement services, including drafting reports and newsletters for trustees Attending and planning face-to-face client meetings or conference calls, taking minutes, and managing the follow up actions Playing an active part in delivering client satisfaction, retention and profitability Carrying out administrative tasks contributing to the retirement and investment consulting process Inputting data accurately to maintain management information

Required Skills & Qualification

Communication skills, IT skills, Customer care skills, Problem solving skills, Team working, Initiative

GCSE or equivalent 5 GCSE's including Maths and English or equivalent (Grade C/4 and above) EssentialA Level or equivalent UCAS points (Grade 104 or above) Essential

Apprenticeship Standard

Workplace pensions (administrator or consultant) Level 3 (A level)

Employer

AON UK LIMITED

1 Redcliffe Street Redcliffe Bristol BS1 6NP

Provider

DAVIES LEARNING SOLUTIONS LIMITED