Overview
Are you an ambitious professional seeking an outstanding chance to create a significant impact within the world of Pension Consulting? We are looking for a Pension Account Executive to join our dynamic employee benefits consultancy team. This role is crafted for someone with a passion for providing high-quality service and a drive to exceed client expectations, whilst demonstrating experience and product and market expertise specific to Defined Contribution Pensions. You will have the chance to work with a premier team and contribute to our mission of delivering magnificent support to our clients. How you'll make an impact Support New Pension Implementations: Collaborate with new business coordinators and client owners to successfully implement new pension plans. Client Interaction: Act as the primary contact for clients, ensuring their needs and objectives are met with a flexible and timely approach. Technical Knowledge: Maintain up-to-date technical knowledge of pension products and regulatory standards to provide expert support. Client Meetings: Assist in client governance meetings, preparing reports, PowerPoint presentations, and other documentation. Customer Service: Provide outstanding service to clients and scheme members, addressing inquiries and requests promptly. Campaign Management: Support campaign management, including meeting preparations and attending client meetings as required. Financial Oversight: Assist in monitoring income to ensure financial targets are met and financial control is maintained. New Business Development: Identify and progress new business opportunities with existing clients. Compliance: Ensure adherence to internal policies, procedures, and applicable laws and regulations. About You Essential: Proficiency in English and Mathematics Strong written and verbal communication skills Evidence of Continuing Professional Development (CPD) Desirable: Relevant professional qualifications or studying towards them Technical knowledge of Defined Contribution (DC) Pensions IT proficiency, especially with Microsoft Office (Excel, Word, PowerPoint) Experience Demonstrable experience in a similar financial services role Proven customer service and relationship-building skills Excellent organizational skills with the ability to manage multiple tasks and meet tight deadlines High level of accuracy and attention to detail Behavioral Proficiencies Client Excellence: Understanding client needs and managing conflicts effectively. Innovation & Resourcefulness: Demonstrating a drive for results and innovative thinking. Teamwork & Interpersonal Skills: Effective communication and teamwork abilities. Expertise: Strong business insight and functional excellence. Integrity: Maintaining trust and ethical standards. Join us and be part of a team that values your contributions and supports your professional growth. Your expertise will help us continue to deliver outstanding service to our clients! #LI-TM2