Summary:
A Corporate Pensions Administrator is sought to manage a portfolio of DC pension and risk schemes. The ideal candidate will provide top-tier administrative support, assist with business development, and maintain high client service standards.
Job Description
Key Responsibilities:
* Manage a portfolio of DC pension schemes and corporate risk schemes.
* Provide administrative support to the management team.
* Attend meetings in a support role, assisting consultants and providing daily support to the Operations Manager and Director.
* Streamline workflow and service delivery to maintain high client service standards.
* Process new business applications for pensions, investments, and life assurance, ensuring accuracy and efficiency by working directly with life companies.
* Keep clients updated on application progress via phone calls.
* Collaborate with the Pensions & Compliance Manager to ensure investment-related information is current and compliant.
* Contribute to business development projects.
* Ensure all compliance obligations are met for new business cases, including client recommendations and necessary compliance paperwork in line with Central Bank regulations.
Requirements
We're looking for:
* A QFA minimum, ideally RPA qualified or working towards 4 years' experience managing a portfolio of schemes within a Broker or Wealth Consultancy Firm.
* Strong organisational skills and the ability to manage your workload with initiative.
* Excellent attention to detail and the ability to problem-solve effectively.
* Good interpersonal skills and a proven team player.
* A solid track record in customer service excellence.
* The ability to manage your own time effectively and efficiently.
* A willingness to develop your technical skills and further your knowledge through study.
* Motivation to grow and develop within the organisation.
* Experience in a regulated financial planning business is a plus.
* Proficient in Word, Excel, and PowerPoint.
About Us
This is a fantastic opportunity to join a well-established firm where you can grow your career in financial services.