Pensions Administrator

  • Location
    Bromsgrove, Worcestershire
  • Salary
    £ 20000 - £ 25000 / Year
  • Category
    Banking & Financial Services - Private Equity/VC
  • Job type
    Permanent
  • Industry
    Banking and Financial Services
  • External Reference
    JN-092021-208903

The Pensions Administrator will primarily assist the Corporate Team in providing first class administration support to the IFA's and their clients.


Benefits:



  • Birmingham or Bromsgrove

  • Salary up to £25,000

  • Hybrid working pattern after training period

  • Rotating Shift Pattern - 8am to 4pm, 9am to 5pm and 10am -6pm

  • 22 days plus bank holidays


Responsibilities:



  • Book and confirm client appointments

  • Prepare client files and joiner packs for meetings

  • Administering and servicing schemes and individual members

  • Re-broking existing schemes

  • Processing all new business and providing regular updates on progress to clients and IFAs

  • Maintain, monitor and oversee the smooth running of the scheme including reviews, renewals, new joiners and leavers

  • Accurate record keeping

  • Manage annual reviews

  • Assist with marketing initiatives

  • Work closely with IFAs to deliver teams goals and targets

  • Work as part of a team and accept a shared responsibility for colleagues/workloads within team as required

  • Routinely and consistently follow company procedures and compliance requirements


Skills/Experience Required:



  • Good working knowledge of Excel is a must

  • Knowledge of Auto-enrolment legislation

  • Knowledge of Pensions and Transfer Process

  • Minimum of 3 Years of experience in the Financial Services Sector

  • Broad knowledge and experience of all product and advice areas

  • Excellent communication skills, maintaining a high level of professional conduct with clients via telephone, email and written communication

  • High level of organisational skills and ability to work to deadlines and targets

  • Relationship building- establishes rapport with all clients

  • Good listening skills, understands how and when to action information, to the appropriate person

  • Understand needs and provides excellent customer service

  • Development and implementation of initiatives, solutions and solves problems

  • Excellent attention to detail, meticulous and tenacious in ensuring all work produced is accurate

  • Takes responsibility for actions, manages time, prioritises work and plans ahead

  • Numerate and excellent IT skills

  • Ability to work well within a team environment


If this sounds like you, please apply today!

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.


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To speak to a recruitment expert please contact Rehana Begum