Business Development & Client Services – Pension Scheme Coordinator
Our client is a long-established, specialist pensions and investment provider. Through its industry-wide pension schemes, it provides pension, life assurance and illness benefits to thousands of members within a single industry sector. Working in partnership with employers, the organisation supports their employees’ pension and investment requirements and helps businesses to attract and retain staff.
The Role
Reporting to the Head of Business Development the successful candidate will provide comprehensive administrative and operational support to the Business Development and Pension Consultancy team.
The role will support the full lifecycle of employer and member engagement, from initial new-business enquiry and proposal support, through to employer implementation, member onboarding and ongoing client engagement.
The role will act as an important link between Business Development, Pension Consultants, pension administration teams and employers, helping to ensure that new business is implemented efficiently, client commitments are followed through, and employers and members receive a high standard of service.
Key Responsibilities
- Provide administrative and operational support to the Business Development and Pension Consultancy team, including quotations, proposals, meeting preparation and follow-up actions.
- Take ownership of the new employer installation process, coordinating documentation, payroll and employee information, portal set-up and implementation timelines through to completion.
- Coordinate new member onboarding, including bulk onboarding for new employers, joining documentation and online registration.
- Support employer and member engagement activity, including communication campaigns on AVCs, retirement planning and investment information.
- Act as the key link between Business Development, Pension Consultants, administration teams and employers, making sure client commitments are followed through.
- Maintain accurate prospect, pipeline and engagement records within MS Dynamics CRM.
- Contribute to management information, pipeline reporting and ongoing data quality.
Key Relationships
The role works closely with the Business Development team, Pension Consultants, Pension Administration, and Marketing and Communications. It also involves regular direct contact with employers and pension scheme members.
The Person
- Demonstrates a strong process mindset, with the ability to establish, follow and improve structured processes and workflows, maintain clear controls and ensure actions are completed within agreed timelines.
- Be highly organised and dependable.
- Have a strong client-service mindset, ensuring actions are completed within agreed timelines.
- Be comfortable dealing directly with employers and pension scheme members.
- Take ownership of tasks rather than simply processing individual instructions.
- Be capable of coordinating activity across several departments.
- Have excellent attention to detail.
- Be professional and credible in their interactions with clients.
- Be able to prioritise effectively in a busy environment.
- Understand the importance of accurate record keeping within a regulated financial-services environment.
The Requirements
Essential:
- Previous experience within pensions or associated financial services
- Proven track record in an administrative or other service support role (minimum 5 Years)
- Strong organisational and administrative skills.
- Ability to manage multiple workflows and priorities simultaneously.
- Strong written and verbal communication skills.
- Professional and confident telephone manner.
- Strong interpersonal and client-service skills.
- Ability to take ownership of activities and follow them through to completion.
- Ability to coordinate work involving several internal and external stakeholders.
- Strong Microsoft Office skills, particularly Excel, Word, PowerPoint and Outlook.
- Experience using a CRM or workflow-management systems.
- Ability to work independently while contributing effectively within a wider team.
Desirable:
- Experience supporting client relationship, business development or consulting teams.
- Experience coordinating client onboarding or implementation processes.
- Experience using MS Dynamics.
- QFA qualification or relevant QFA/APA modules, particularly pensions, investments and regulation.
