Client Support - Group Pensions

Coast Specialist Recruitment
Colchester, Essex
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

A Financial Services organisation based in Colchester has an opportunity for a Client Support individual to join their Group Pensions team.

The successful candidate will deal with the administration of Group Personal Pension and Group Stakeholder schemes. This will involve a mixture of regular client, consultant and provider contact and back office administration.

Main Duties:

  • Working in a team to provide a first class administration service to internal/external clients.
  • Liaise with colleagues, other departments, clients and product providers to ensure that requirements of the business and agreed deadlines are met
  • Assisting with client requests, queries and dealing with routine correspondence and annual review notifications
  • Deal with more complex cases and larger clients
  • Processing of new business applications
  • Establish and maintain client governance reports
  • General day to day administration, ensuring all forms of post are dealt with accurately and efficiently
  • Providing information to internal sources with regards to client’s when requested to enable fees to be invoiced accurately and in a timely manner
  • Task / Diary Management - yours and that of client requests
  • Ensure all records are kept up to date reflecting current scheme/client information and a complete history of correspondence is evident for each task carried out
  • Carry out duties within internal policies and procedures in accordance with applicable laws, rules, regulation and good governance


  • Good understanding of pensions/investments and how they relate to client requirements
  • Good technical knowledge of pensions/auto enrolment
  • Keep up to date with industry changes and regulation via Compliance bulletins, technical updates
  • IT literate - Microsoft Office (Excel, Word) and relevant internal systems/databases
  • Familiar with Adviser Office administration systems
  • Ensures that individually and as a firm we "Treat Customers Fairly"
  • Awareness of the relevant regulatory requirements
  • Demonstrable administration experience of Group Personal Pensions
  • Experience of handling more complex cases
  • Proven Financial Services administration experience
  • Strong verbal and written communication skills at all levels, both internally and externally
  • Evidence of Continuing Professional Development
  • Ideally CF1 (or FPC equivalent), Certificate in Financial Administration, CII Certificate in Financial Planning/Services or CII Award in Financial Administration