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For Companies At a Glance
- Tasks: Manage work-based pensions and group risk, handling administration and client communications.
- Company: Join a well-established wealth management firm with a strong reputation in the industry.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team, making a real impact on clients' financial futures.
- Qualifications: Experience in pensions and group risk is essential; strong communication skills are a plus.
- Other info: Proactive individuals who suggest improvements will thrive in this role.
The predicted salary is between 36000 - 60000 £ per year.
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
- Updating and processing monthly pension schedules
- Uploading of pension schedules on provider websites
- Processing of risk claims relating to death, health and disability
- Arranging group client appointments and meetings for the consultant
- Processing renewals
- Compiling and completing annual Client reviews
- Being proactive in suggesting and creating improved and efficient working methods
- Providing general administrative support
- Recording client and policy information onto the database
- Providing effective delivery of information and communication to clients
- Preparing scheme reports and attending client meetings
- Providing 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
- Being the main point of contact for clients and providers
- Maintaining a good understanding of Auto Enrolment and being up to date with appropriate and relevant legislative changes
If you have this experience and are looking for a new challenge, please apply.
Pensions Account Manager employer: Coast Specialist Recruitment
Contact Detail:
Coast Specialist Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Account Manager
✨Tip Number 1
Network with professionals in the pensions and wealth management sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends and legislative changes in work-based pensions and group risk. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved administrative processes in previous roles. Highlighting your proactive approach to efficiency can set you apart from other candidates.
✨Tip Number 4
Practice your communication skills, as this role requires effective delivery of information to clients. Being articulate and clear in your responses during interviews will showcase your ability to handle client interactions professionally.
We think you need these skills to ace Pensions Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in work-based pensions and group risk. Include specific examples of your previous roles that relate to scheme administration, processing pension schedules, and handling risk claims.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your proactive approach to improving working methods and your ability to provide high-quality administrative support.
Highlight Relevant Skills: In your application, emphasise skills such as client communication, database management, and knowledge of Auto Enrolment. These are crucial for the Pensions Account Manager position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in this role.
How to prepare for a job interview at Coast Specialist Recruitment
✨Know Your Pensions Inside Out
Make sure you have a solid understanding of work-based pensions and group risk. Brush up on the latest legislation and Auto Enrolment requirements, as this knowledge will demonstrate your expertise and commitment to the role.
✨Showcase Your Administrative Skills
Be prepared to discuss your experience with scheme administration, including processing new entrants and leavers. Highlight any specific tools or software you've used for managing pension schedules and client databases.
✨Prepare for Client Interaction Scenarios
Since you'll be the main point of contact for clients, think about how you would handle various client scenarios. Practice articulating how you would provide effective communication and support, especially in challenging situations.
✨Demonstrate Proactivity and Problem-Solving
Employers love candidates who can suggest improvements. Come prepared with examples of how you've previously identified inefficiencies and implemented solutions in your past roles, particularly in administrative processes.
