About the position:
My client is a small-sized business that are well respected within the Employee Benefits and Pensions space. Due to continued success they are making strategic hirings across their EB and Pensions teams. This role will be vital in looking after and servicing the teams Group Personal Pension client bank. There is also a plan in place to progress into an Account Manager in the future.
Professional Expertise:
- Working in a similar position covering Group Personal Pension schemes
- Worked within an EBC, IFA, or insurer environment
- Strong product knowledge of Group Pensions, salary sacrifice, and auto-enrolment
- Maintaining scheme data
Responsibilities:
- Servicing existing schemes by responding to member and HR queries
- Preparing and delivering annual reports
- Supporting the on boarding of new clients and assisting with re-broking
- Keeping up to date/ staying informed with industry changes