Group Personal Pension Administrator
- Yeovil, Somerset
- £15,000 - £18,000 per annum, inc benefits
- 12 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21145270
Our client, a leading IFA based in the South West is currently seeking a pension administrator
My client is seeking a self motivated and proactive candidate to work in their pension team alongside the Financial Planners to manage new and existing group pensions schemes.
The main responsibilities include:
General administration which includes change of member details, annual reviews
Setting up new GPP schemes. Preparing client packs for new and existing schemes. Liaising with scheme providers, employers and employees. Generating fees and invoices. Confidently communicate with clients by post, email and telephone. Effectively manage workloads, meet deadlines and adhere to service standards.
The ideal candidate will be highly motivated, contribute to the efficiency and high performance of the team. You will need to have experience of working in an administration environment, ideally gained in pensions or financial planning arena, have excellent organisational and interpersonal skills.