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Artemis Recruitment Consultants Ltd
,
London, Greater London
Pensions Account Manager
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Job Type: Full-time |
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Overview
A highly successful Independent Financial Adviser (IFA) practice. Their clients include private investors, high-net-worth individuals, entrepreneurs and owner-managed businesses who are predominantly referred to them through our extensive range of professional introducers. Authorised and regulated by the Financial Conduct Authority (FCA), They have carefully nurtured an unrivalled reputation for imaginative solutions, first-class customer service and a commitment to the highest standards of honesty, transparency and integrity in a complex and crowded industry sector. Our client will reward and value commitment and hard work. Their employees benefit from a dynamic, fast changing working environment that encourages every individual to thrive and shine in their role. Vintage actively encourage personal development and training throughout your career path within the Company, all with a view to provide our valued clients with the best possible service. Job Description The Account Manager is responsible for the full administration of workplace pensions. The successful candidate will be required to deal with all scheme administration as follows: Process new entrants, leavers and retirees Update and process monthly pension schedules Upload pension schedules on provider websites Process risk claims relating to death, health and disability Arrange 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 upload 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 IFAs/consultants and clients via telephone, email and written communication, including assisting in product and provider research. Provide technical support to the Advisers and Directors in respect of scheme updates and legislative changes. Maintain a good knowledge of all corporate related products, encompassing an in-depth knowledge of the various types of schemes and associated technical knowledge. Detect and resolve issues that may arise. 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.