Responsibilities
* 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 recommendations
* Completing compliance checks
* Supporting 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
Qualifications
* 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; you will be expected to continue building technical knowledge by taking exams
* High levels of accuracy and attention to detail
* Polite and responsive client manner via email and telephone
* Great organisational skills
* Solid computer skills using Gmail, Docs, Sheets, and in‑house systems
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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