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MUST HAVE AT LEAST 3 YEARS WORKPLACE PENSION EXPERIENCE
To help to deliver the businesses Client Services Proposition by providing a high-quality administration and support service to corporate pension clients and trustees and internal colleagues.
To proactively help deliver administration services to a portfolio of clients.
The role holder will ultimately be responsible for following internal processes, direct contact with clients and working closely with colleagues.
- Managing client relationships alongside consultants
- Obtaining and checking data from clients and providers
- Drafting and reviewing client reports and recommendations, including data manipulation
- Drafting member communications
- Answering queries by phone and email
- Peer reviewing work by others
- Liaising with providers, clients and consultants to ensure the smooth running of clients’ pension schemes
- Using internal systems including Intelligent Office and Microsoft products
- Accurately completing and maintaining records
- Proactively looking to identify improvements
Experience / qualifications:
- At least three years’ financial services experience, including DC Pensions.
- Good understanding of pensions workings and terminology.
- Able to work with a client focused approach, good communication skills and relationship building.
- Excellent verbal and written communication skills.
- Excellent attention to detail.
- Must be able to work on own initiative and within a team
- Good knowledge of Microsoft Office packages including Word, Excel, PowerPoint and Outlook.
- Commitment to pass basic internal financial services exams within 3 months of employment.
Main responsibilities
- To perform the tasks as outlined in the above job summary to a high standard.
- To have a thorough understanding of the sales process, client file requirements and the regulatory requirements imposed by the FSA and deliver against these to agreed service standards.
- To follow processes to deliver what clients perceive to be a personalised and high-quality service.
- To have a good understanding of the workflow and be able to deliver and report against the various tasks, ensuring that all internal interested parties can easily review the current status of each client.
- To participate in appropriate company and departmental training, competence and development initiatives.
