£9,880 Average salary at age 20
£29,120 Average Salary
37 Average hours per week

Description

Pensions and insurance clerks and assistants provide general clerical support to senior colleagues and perform specialist clerical tasks in relation to the administration of pensions and insurance policies.

Main Tasks

  • Answers queries from clients and assists in interpreting and completing information requested on forms;
  • Checks forms completed by clients and contacts clients to obtain additional information or to clarify details;
  • Makes arrangements for financial advisers to visit clients and potential customers;
  • Transfers information from application forms and other documentation to computerised records;
  • Receives notice of changes to personal circumstances and updates files;
  • Issues application forms, policy documents, reminders, claims forms and other standard documentation;
  • Performs general clerical duties to support senior staff.

Qualifications

There are no minimum academic requirements, although entrants usually possess GCSEs/S grades. Training is usually provided on-the-job. NVQs/ SVQs, apprenticeships and professional qualifications are available in some areas.

UK Prospects

89100 Workforce Size
5.02% Predicted decline 2025 - 2035

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