- Flexible Schedule – Enjoy a hybrid working pattern designed to support a healthy work-life blend.
- Career Development – Receive comprehensive assistance in achieving professional qualifications and expanding your skill set.
- Clear Progression Routes – Advance your career within a positive and growth-focused atmosphere.
- Attractive Holiday Package – Start with 25 days of annual leave (plus bank holidays), with the potential to build up to 30 days.
- Positive Workplace Culture – Be part of a team that values cooperation, integrity, and a welcoming office environment where your contributions make a real difference.
- Ongoing Scheme Administration – Handle enquiries from members and HR personnel, manage day-to-day tasks, and ensure regulatory requirements around auto-enrolment are met.
- Annual Reviews and Reporting – Support the creation and distribution of governance documentation and yearly client reviews.
- New Business and Scheme Amendments – Assist with client onboarding and support the re-broking of pension plans where required.
- Maintaining Client Relationships – Develop and nurture productive connections with client representatives.
- Routine Scheme Management – Efficiently administer Group Personal Pension plans on a daily basis.
- Accurate Documentation – Keep internal databases and process records current and in line with regulatory expectations.
- Regulatory Knowledge – Maintain up-to-date knowledge of industry rules and sector movements.
- Meeting Coordination – Record key meeting points, compile notes, and prepare essential documentation such as agendas and minutes.
- A self-starter with a logical approach to solving challenges
- Excellent at delivering outstanding client service
- Motivated and enjoys working collaboratively
- Methodical and capable of managing workloads effectively
- Reliable and discreet
- Strong communicator with good written abilities
- Open-minded and passionate about their work
- Familiarity with Flexible Benefits platforms
- Knowledge of additional employee benefits such as Dental Insurance, Critical Illness, or Health Cash Plans
- Previous involvement with Employee Benefits Advisory firms, Financial Advice practices, or insurance-based roles