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We’re looking for Junior Onboarding Consultants to join our Institutional Retirement team. In this role, you’ll play a key part in ensuring new work enters our Onboarding & Case Triage (OCT) function smoothly and efficiently. You’ll help keep our workflows running effectively, support colleagues, and contribute to the delivery of great outcomes for our customers, trustees, and internal stakeholders.
Job Responsibility:
Monitoring shared inboxes and reviewing, logging, and categorising incoming emails
Responding to routine enquiries or signposting messages to the correct teams
Maintaining accurate records by updating internal systems consistently
Prioritising urgent messages and escalating issues when needed
Supporting administrative workflows by extracting and entering key information into work trackers
Organising documents, files, and data to support daily operations
Triaging incoming work and identifying missing information to help cases progress efficiently
Keeping colleagues and relevant third parties informed to support excellent customer outcomes
Requirements:
Strong organisational skills and confidence managing high‑volume inboxes
Excellent written communication and a professional approach
Good working knowledge of Microsoft Outlook and basic Excel functions
A methodical, accurate working style with strong attention to detail
Ability to follow structured processes and work well under pressure
A proactive, reliable, and responsible approach to work
A calm and adaptable attitude when handling changing demands
Experience in administration or customer service (beneficial but not essential)
What we offer:
The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
Generous pension contribution
Life assurance
Healthcare Plan (permanent employees only)
At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
Competitive family leave
Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
There are the many discounts we offer – both for our own products and at a range of high street stores and online