A fast-growing employee benefits group are keen to appoint an experienced Group Pensions Administrator within their client support team in Birmingham.
You will be responsible for delivering a proficient and effective service to both Consultants and clients with group personal pension and group stakeholder schemes across a defined portfolio;
assisting with both administration and client support.
Develop internal and external client relationships to assist in providing an efficient service to clients with group personal pension schemes
Assist with client requests, queries and dealing with routine correspondence and annual review notifications
Working individually and as part of a team to meet and exceed internal and external client expectations
Process new business applications within service and compliance standards
General administration duties including : ensuring all forms of post are dealt with accurately and efficiently, handling telephone communication and working to specific deadlines and service levels to ensure work is completed accurately and to a high standard
Assist with identifying where client profitability could be improved or new business opportunities for Consultants to follow-up
Notification and organisation of documentation despatched by providers following leavers / fund switches
Full task and diary management - both personal and client requests
Ensure all records are kept up-to-date reflecting current scheme / client information and a history of correspondence is evident for each task carried out
The ideal candidate would have strengths in supporting SME and corporate-sized clients, with a sound technical understanding of group personal pensions;
an understanding of auto-enrolment; and have a history of working within an administration capacity inside another intermediary.
Please apply for immediate consideration.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies.