Job Description
We are seeking a highly skilled Group Pension Administrator to join our general insurance and financial planning advisory firm. Our company provides expert services to commercial and personal clients across the country.
Main Responsibilities
* Manage a portfolio of Group Schemes, ensuring all aspects of day-to-day administration are completed accurately and on time.
* Handle enquiries from client companies and scheme members, providing prompt and effective support.
* Liaise with Consultants and Client Managers to guarantee compliance with client file requirements.
* Process group pension and risk renewals, accounts, and statutory disclosure requirements in appointed portfolios.
* Ensure timely completion of group risk rate reviews, risk broking reports, and implementation for key client contacts.
* Oversee a portfolio of group pension and risk plans, personal and executive pension plans, Approved Retirement Funds, and individual protection policies.
* Support consultants and attend meetings as required, also providing assistance to Line Manager and Director daily.
* Collaborate with the Pensions and Compliance Manager to ensure accurate and up-to-date investment information is provided to clients.
Requirements
* Hold QFA qualification with 2-5 years of experience.
* Demonstrate excellent organisational skills, ability to work independently, and strong attention to detail.
* Possess good interpersonal skills, be a team player, and have a proven track record of delivering exceptional customer service.
* Show ability to manage time efficiently, problem solve, and follow queries to a satisfactory conclusion.
* Display willingness to develop technical knowledge and skills, with a desire to undertake relevant study.
* Motivated to develop within the organisation, with experience in a regulated financial planning business being an advantage.
* Proficient in Microsoft Office tools, including Word, Excel, and PowerPoint.