This is an opportunity to join my Clients' expanding Group Pensions Administration Team.
The purpose of this role is to independently manage an agreed portfolio of clients in relation to their group pension benefits.
Responsibilities:
1. You will be managing a portfolio of group pension clients in relation to their group pension benefits.
2. Liaising with life assurance companies, clients, consultants and third parties.
3. Acting as first point of contact for the client in respect of their group pension queries.
4. Processing group pension annual renewals from pre-renewal to issuing final renewal documentation.
5. Liaise with the group risk administrator where required when processing scheme renewals / member claims.
6. Liaising with the client and insurance company on: Leaving Service Option Statements, Member Fund Switches, Monthly Contributions, New Entrants, Refund of Contributions (Employer and Employee), Transfers In & out (exclusive of overseas transfers) and Standard Retirements.
7. Processing death claims & liaising with the group risk administrator where required.
8. Ensuring regulatory requirements, compliance deadlines and service level agreements are adhered to throughout daily processes.
9. Managing client correspondence (In and Out).
10. Manage confidential information.
11. Adhering to all data protection requirements.
Requirements:
12. QFA qualified
13. Experience of pensions is essential, ideally in a brokerage.
14. Excellent PC skills - Microsoft Packages.
15. Be able to work with all levels of personnel.
16. Excellent communication skills (written & verbal).
17. Ability to prioritise and work under time pressures.
18. Good attention to detail.
At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services.