Pension Administrator

Coast Specialist Recruitment
Chelmsford, UK
18 Jun 2019
07 Jul 2019
Contract Type
Full Time
A Financial Services organisation based in Chelmsford has an opportunity for a Pension Administrator to join their team.

The successful candidate will provide proactive and efficient administration of Group Personal Pension and Group Stakeholder schemes through direct support to Consultants and Clients. This will involve regular client, Consultant and provider contact and back office administration

Main Duties:
  • Develop internal and external relationships to assist in providing an efficient service to clients and manage their expectations on work being undertaken, taking into account income being received and the agreed service levels to be provided
  • Liaise with colleagues, other departments, clients and product providers to ensure that requirements of the business and agreed deadlines are met
  • Working in a team to provide a first class administration service to both internal and external clients
  • Assisting with client requests, queries and dealing with routine correspondence and annual review notifications
  • Liaising with internal teams and insurers/providers for new business quotations and information
  • Processing of new business applications, renewals, underwriting and claims within service and compliance standards
  • Establish and maintain client governance reports
  • General day to day administration, ensuring all forms of post are dealt with accurately and efficiently
  • 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

  • Good standard of general education including Maths and English
  • Evidence of Continuing Professional Development
  • Some pension knowledge will be required although this aspect will be developed over time with training. Underwriting and auto enrolment knowledge is desirable
  • CII Certificate in Financial Planning/Services or CII Award in Financial Administration desirable
  • IT literate - Microsoft Office (Excel, Word) and relevant internal systems/databases
  • Familiar with Adviser Office administration systems
  • Awareness of the regulatory requirements in respect of 'advised' and 'non-advised' sales
  • Demonstrable administration experience of Corporate Business Protection & Group Personal Pensions
  • Proven Financial Services administration experience

If you would like to apply for this vacancy, please contact Ella Britton

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