- Dealing with incoming enquires, talking with new and existing clients, building good working relationships throughout.
- Liaising with various external partners and pension providers to ensure the smooth processing of plans, right from onboarding through to post-sale and beyond.
- Recording data accurately, using the in-house system, safeguarding compliance within FCA regulations and operating within their time deadlines.
- Working alongside the team to report on pension plan activities for management review, monitoring changes in legislation as they happen.
- An organised, confident and friendly administrator, with a methodical and accurate approach (and someone who’s good with numbers too!).
- Knowledge of Microsoft Office with the keenness and ability to learn specific pension software (training is of course, given).
- Great communication skills across phone, email and in person