Pension Administrator

Gallagher ,
Chelmsford, Essex
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Overview

Job Description

Your Role Purpose * Proactive and efficient administration of Group Personal Pension and Group Stakeholder schemes through direct support to Associate Consultants, Consultants and Clients with regards to Group Personal Pension and Group Stakeholder schemes. This will involve regular client, Consultant and provider contact and back office administration * Provide a professional high quality administration service to all clients, colleagues and other third parties * Work individually and as part of a team to deliver work in an efficient and timely manner * To not only meet but to exceed both internal and external client expectations Your Key Accountabilities * Develop internal and external relationships to assist in providing an efficient service to clients and manage their expectations on work being undertaken, taking into account income being received and the agreed service levels to be provided * Liaise with colleagues, other departments, clients and product providers to ensure that requirements of the business and agreed deadlines are met * Working in a team to provide a first class administration service to both internal and external clients * Assisting with client requests, queries and dealing with routine correspondence and annual review notifications * Liaising with Associate Consultants, Consultants, administration/technical teams and insurers/providers for new business quotations and information * Processing of new business applications, renewals, underwriting and claims within service and compliance standards * Establish and maintain client governance reports * General day to day administration, ensuring all forms of post are dealt with accurately and efficiently * Notification and organisation of documentation despatched by providers following deaths/leavers/fund switches * Following processes and recommend improvements to current processes and procedures in dealing with clients efficiently and cost effectively * Dealing with clients and colleagues in writing and on the telephone in a professional manner * Working to specific time deadlines and service levels agreed with clients and line management * Ensure work is completed accurately and to quality standards * Maintaining an awareness of service levels provided to the client and managing work load/costing in reflection of this. Logging time spent via time sheet management * Assist with identifying where client profitability could be improved or new business opportunities for the Consultants to follow up * Providing information to internal sources with regards to client's when requested to enable fees to be invoiced accurately and in a timely manner * Task / Diary Management - yours and that of client requests * Ensure all records - particularly Adviser Office (CRM) & Virtual Cabinet/Volume (DMS) software - are kept up to date reflecting current scheme/client information and a complete history of correspondence is evident for each task carried out * Manage action points from meetings / matters arising * Undertake appropriate CPD as agreed during Performance Reviews to maintain and enhance knowledge and skills * Ensure all work carried out and all communications with clients are in accordance with our compliance procedures and anti-money laundering procedures are followed * Carry out duties within our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business Person Requirements: Essential: * Good standard of general education including Maths and English * Evidence of Continuing Professional Development Desirable: * CII Certificate in Financial Planning/Services or CII Award in Financial Administration The job holder would be expected to obtain the applicable professional qualification should they wish to develop their career further. * Some pension knowledge will be required although this aspect will be developed over time with training. Underwriting and auto enrolment knowledge is desirable. * Keep up to date with industry changes and regulation via Compliance bulletins, technical updates * IT literate - Microsoft Office (Excel, Word) and relevant internal systems/databases * Familiar with Adviser Office administration systems * Ensures that individually and as a firm we "Treat Customers Fairly" * Awareness of the regulatory requirements in respect of 'advised' and 'non-advised' sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers * Demonstrable administration experience of Corporate Business Protection & Group Personal Pensions * Proven Financial Services administration experience * Strong verbal and written communication skills at all levels, both internally and externally * High level of accuracy and attention to detail in all areas of work * Excellent organisation skills, with ability to work to tight deadlines and manage mult

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