Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
About the role
You will work in a team alongside the senior pensions administrator to provide support to our team and Employee Benefits Consultants, who provide advice to clients on group (DC) pensions. While the focus of the role will be on group pension work, you may also be required to provide support for other employee benefit services, including income protection insurance, group life insurance (death in service), and group health insurances (private medical, dental, cashplans etc.). You will also work closely with clients and insurers.
The main duties of the role include:
- General administration and helping answer ad hoc client queries
- Answering phone calls
- Pensions administration, including preparing meeting packs, communications documents, joiners and leavers, auto-enrolment admin support, monthly pension contribution uploads and support, and phone and email pension query support
- Going to market to obtain quotations from the UK’s leading group pension providers
- Putting together client facing reports detailing our market research
- Supporting Consultants process new business and meet deadlines
- Putting together materials to assist with pension governance meetings
- Supporting with scheme claims by liaising with clients and providers
- Producing suitability letters for clients detailing our recommendation(s)
- Completing compliance checks
- Support the rest of the employee benefits team when required with other benefit admin tasks such as obtaining quotes, producing client facing reports, joiners & leavers, client queries and general administration.
Required skills
High levels of accuracy and attention to detail is vital as this role involves careful data entry. You must also have a polite and responsive client manor both via email and telephone. It is a very busy and fast paced team so you must have great organisational skills.
You will use standard office software, such as Gmail, Docs and Sheets, as well as in-house systems, so you will need to have solid computer skills. Minimum of 3 years group pensions experience. Group risk / health experience is an advantage but not essential (training can be provided). Relevant pensions financial exams are not required but desirable and you will be expected to continue to build on technical knowledge where appropriate by taking exams.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
