We are looking to recruit a Group Pension Administrator to join a general insurance and financial planning advisory firm. This company serves commercial and personal clients throughout the country.
Key responsibilities will include:
- Administration and management of a portfolio of Group Schemes.
- Ensuring all aspects of the day-to-day admin of each scheme are completed in an accurate and timely manner.
- Dealing with enquiries from client companies and scheme members.
- Liaising with Consultants and Client Managers to ensure that all aspects of the client file are compliant.
- Completion of group pension and risk renewals and accounts in appointed portfolios.
- Ensure all statutory disclosure requirements are met in a timely manner on the issue of Member Benefit Statements, Trustee Annual Report and the settlement of all scheme benefits.
- Ensuring group risk rate reviews/risk broking reports are completed, implemented and reported to key client contacts.
- Manage a portfolio of group pension and risk plans, personal and executive pension plans, Approved Retirement Funds and individual protection policies.
- Attend meetings in a support role to the consultants and provide support to Line Manager and Director daily.
- Work with the Pensions and Compliance Manager to ensure all investment related information provided to clients is accurate and up to date.
The ideal candidates will have the following skills and qualifications:
- QFA qualified with 3 to 5 years’ experience (at least 18 months working in brokerage)
- Excellent organisational skills and ability to work on your own initiative
- Excellent attention to detail
- Good interpersonal skills and a team player
- Proven track record of delivering excellence in customer service
- Ability to manage your own time efficiently and effectively
- Ability to problem solve and follow queries through to a satisfactory conclusion
- Willingness to develop technical knowledge and skills and desire to undertake appropriate study
- Motivation to develop within the organisation
- Experience in a regulated financial planning business would be an advantage
- Proficiency in Word, Excel and PowerPoint
