Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team to manage clients' group pensions and ensure smooth operations.
- Company: We're a dynamic company focused on delivering top-notch pension services.
- Benefits: Enjoy a supportive work environment with opportunities for growth and development.
- Why this job: Make a real impact in clients' lives while working in a collaborative team.
- Qualifications: Customer service experience is key; pension knowledge is a plus!
- Other info: Work 35 hours a week, Monday to Friday, in Bromsgrove.
The predicted salary is between 30000 - 42000 £ per year.
Job Description
We are recruiting for a Pensions Customer Services Executive, to join our busy team in Bromsgrove. You will have responsibility for the administration of clients’ group pensions, working with Consultants and Senior Team Members to oversee implementations and remedial work.
Overview of duties:
- Undertaking comprehensive data validation exercises
- Completing auto-enrolment assessments including Declaration of Compliance & Re-Declaration of Compliance
- Producing & reconciling payroll deduction schedules within agreed Service Level turnaround timeframes
- Liaising between pension provider, The Pensions Regulator and employer/employee and client advisers
- Answering employer/employee queries via telephone or written
- Maintaining records and complying with regular audits
- Processing lost clients within the Standard Operating Procedure
- Oversee outstanding work ensuring clients are aware and understand requirements/consequences
- Supporting the day to day workloads of the team including inbox enquiries
- Ensuring that client files are kept accurate and up to date
- Ensuring that all client history (at both employer and employee level) is fully documented
- Proactively identifying added value opportunities
- Keeping up to date of developments and remain current within the industry, specifically changes; in legislation, competitors and clients
- Identifying and addressing errors within client processes, highlighting to management accordingly
- Overseeing remedial work to ensure an accurate outcome in a timely manner for existing clients and audit projects
Person specification
Knowledge, skills and abilities:
- Well organised and detail oriented individual
- Focused on continuous improvement and developing standards
- Excellent interpersonal and business communication skills
- One team company mindset with client always at the centre of the process
- Willingness to support the wider business with client delivery
- Leads by example with a can do attitude.
Education and experience:
- Previous experience in a Customer Services role
- Knowledge and experience of Pensions Administration desirable
- Experience with Excel, MS Teams and Outlook essential
- CII qualifications desirable, but not essential
Key information:
Hours: 35 hours Monday – Friday
Location: Bromsgrove
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information
Pensions Customer Services Executive employer: NFP, an Aon company (Europe)
Contact Detail:
NFP, an Aon company (Europe) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Customer Services Executive
✨Tip Number 1
Familiarize yourself with the latest pension regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to staying current in the industry.
✨Tip Number 2
Highlight your experience in customer service roles, especially any that involved handling complex queries or working with financial products. Be ready to share specific examples of how you've successfully resolved issues for clients.
✨Tip Number 3
Showcase your organizational skills by discussing how you manage multiple tasks and prioritize effectively. Mention any tools or methods you use to stay organized, as this is crucial for the role.
✨Tip Number 4
Prepare to discuss your teamwork experience and how you contribute to a positive team environment. Emphasize your willingness to support colleagues and collaborate on client delivery.
We think you need these skills to ace Pensions Customer Services Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and pensions administration. Use specific examples that demonstrate your attention to detail and organizational skills.
Craft a Strong Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Emphasize your interpersonal skills and your ability to work as part of a team, as well as your commitment to continuous improvement.
Highlight Relevant Skills: In your application, clearly outline your proficiency with Excel, MS Teams, and Outlook. If you have any CII qualifications, mention them, even if they are not essential.
Show Enthusiasm for the Role: Express your genuine interest in the Pensions Customer Services Executive position. Mention why you are excited about the opportunity to work in Bromsgrove and how you can contribute to the team.
How to prepare for a job interview at NFP, an Aon company (Europe)
✨Show Your Organizational Skills
As a Pensions Customer Services Executive, being well-organized is crucial. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously, demonstrating your ability to stay on top of details.
✨Demonstrate Your Communication Skills
Excellent interpersonal and business communication skills are key for this role. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you've effectively handled queries from clients or colleagues in the past.
✨Highlight Your Experience with Pensions Administration
If you have previous experience in pensions administration, make sure to highlight it during the interview. Discuss specific tasks you've handled, such as data validation or compliance assessments, to show your familiarity with the industry.
✨Emphasize Your Team Player Attitude
This role requires a one team mindset. Be prepared to share examples of how you've collaborated with others in previous roles, and express your willingness to support the wider business in delivering excellent client service.
