Momenta Holdings Ltd
graduate job
Expires3 days

Graduate Case Handler (Pension and Annuities Project)

Job description

We are a “big four” professional services firm, looking for Graduate Case Handlers to join an existing high-profile pension case handling project in Gatwick. Working as part of a dynamic large-scale operation in the financial services industry, you will be responsible for supporting a high-quality team carrying out administration and telephony support for a major financial service provider, as part of a past business review related to retirement options.

Your day-to-day activities will include:

  • Providing efficient and timely administrative support for a major pension provider during the review of products they have sold
  • Working with a wide range of systems to manage and update data, ensuring to recording key information
  • Assist with customer contact via inbound and outbound calls from customers and/or third parties regarding the annuity sales review
  • Information gathering where required
  • Handling inbound written correspondence and performing the necessary action for the customer query;
  • Supporting the updating of customer records, capture of data and information to redress calculations; and
  • Other relevant ad-hoc tasks that are deemed appropriate

The benefits for you
You’ll be working on a technical review project run by a global consultancy and advisory firm where you can advance your experience and develop new skills.

  • A competitive salary, with incremental pay increases and bonuses for top performers
  • A dynamic and encouraging working environment
  • Support throughout your role, including a detailed training and accreditation programme with support from skilled professionals
  • Career development
  • Financial support to obtain the RQF level-four Diploma in Regulated Financial Planning

Tell me more:

  • Start date: April, May and June 2019
  • Duration: 12-month fixed-term contract

What we are looking for

  • Confident telephone skills and communication (polite, clearly spoken and articulate) and have strong literacy skills as you will also be contacting customers by letter
  • Strong numerical and decision-making skills
  • Ability to multi-task between several systems
  • Able to work autonomously and as part of a wider team
  • You should be driven, flexible and able to work to targets and take ownership of workload
  • Experience working within financial services is beneficial


A minimum 2:2 degree (obtained or predicted grade)

Accepted degree subjects


Additional job details

West Sussex

Incremental pay increase at the six-month point plus bonuses for top performers

Contract, dates and working times
Fixed term


How to apply

Click Apply to start your application now. This job will be available on Prospects until 24 May 2019

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Closing date:  Continuous recruitment

Expires3 days

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