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Our client a very well established wealth manager is now looking for someone with experience in work based pensions and group risk.
The role will deal with all scheme administration, namely
- processing of new entrants, leavers and retirees
- update and process monthly pension schedules
- uploading of pension schedules on provider websites
- processing of risk claims relating death, health and disability
- Arranging group client appointments and meetings for the consultant
- Process renewals.
- Compile and complete annual Client reviews.
- Be proactive in suggesting and creating improved and efficient working methods.
- Provide general administrative support.
- Record client and policy information and on to database.
- Provide effective delivery of information and communication to clients.
- Prepare scheme reports and attend client meetings.
- Provide a pro-active service and a high standard of administrative support to the IFA's/consultants and clients via telephone, email and written communication, including assisting in product and provider research.
- Be the main point of contact for clients and providers.
- Maintain a good understanding of Auto Enrolment and be up to date with appropriate and relevant legislative changes.
if you have this experience and are looking for a new challenge please apply.
