Pensions Executive

Pensions Executive Operations & Technical - Salisbury Apply for this job Remind me later Mail Are you keen to make a difference in a dynamic organisation? Do you have a passion for putting the customer at the centre of everything you do? We're a fast-paced, dynamic Group at the cutting edge of building safe and recurring value for all of our stakeholders. Our core areas include: bespoke pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more. We currently have 33bn Assets Under Management and are still growing. This role is with Rowanmoor Executive Pensions Limited, part of the Embark Group. What you'll do In your role as Pensions Executive in Salisbury, you will work in a supportive, friendly working environment and be part of a great team. Our Executives provide a personal and professional service to our clients in a fast-paced environment where efficiency and accuracy are key, ensuring that deadlines and corporate standards are achieved. Successful candidates will have strong customer service skills and a professional, helpful approach. Key Accountabilities Once trained you will be responsible for providing a full pension administration service for your own portfolio of clients. In this fast-paced environment your duties will include: * Manage a portfolio of member directed Pension Schemes/Plans. * Respond to a range of queries and correspondence, ensuring all work is processed in accordance with SLAs and internal deadlines. * Promote the culture, conduct & behaviours required to support good customer outcomes, setting an example to the team at all times. * Maintains and improves client relationships, effectively handling client enquiries, both complex and simple on the telephone. * Ensure that all records and internal databases are fully updated for all transactions where required to meet Company requirements. * Take personal responsibility for ensuring knowledge of HMRC, FCA & TPR legislative practices and changes relating to all pension administration and business products are kept up to date using all resources available. * Ensure work is managed effectively and any regulatory deadlines are met, highlighting any exceptions to the Client Portfolio Team Manager immediately. * Takes personal responsibility for ensuring documents and transactions are verified correctly and in accordance with the verification process to minimise risk. * Provide training and support to team colleagues and take responsibility for coaching and mentoring less experienced members of staff as requested by Client Portfolio Team Manager. * Contribute to projects when requested and deliver within set timescales. Who you are and the experience we're looking for Delivering excellence is no easy task, particularly when you are transforming a business. So we're looking for someone with the right experience and behaviours to join our team. The 'DNA' we look for starts with high proactivity and tenacity, the desire to deliver service excellence, attention to detail and a passion for both innovation and continuous improvement. As well as this, you will need to have: * At least 3 years experience of administering member-directed pension schemes. * Proven administration skills with the ability to able to work in an organised systematic manner. * Sound knowledge of all Microsoft Applications. * Strong organisational skills. Excellent written and oral communication skills. Strong numeracy and literacy skills. * Good communication skills, with the ability to structure communication to meet the needs of the client. * Minimum GCSE Maths & English grade C or equivalent. Why join us Our approach centres on four primary enablers: our expertise, access to leading technology, focus on consumers, and capital. We believe in transparency and meritocracy; we want to give all of our people the opportunity to be the best they can be, sharing in our future success. Our family of companies include: The Adviser Centre - a free-to-air, online fund research and consultancy service, dedicated to helping financial advisers to assess, select and monitor suitable actively-managed funds from the whole of the market. EBS Pensions Limited - developed over the last 20+ years into a leading SIPP and SSAS provider, with over 15,000 clients and 2.8bn assets under administration. The Embark Platform - a low-cost retirement-focused platform for financial advisers built on cutting edge and market leading FNZ technology. Hornbuckle - one of the UK's leading independent specialist pension providers, Hornbuckle has excelled in self-invested pension provision for more than three decades. Rowanmoor - the UK's largest independent SSAS provider and a provider of bespoke SIPPs and Family SIPPs. Vested - a collaboration between Embark Group and Mazars LLP. Together we bring the very best in employee benefits and workplace savings to small and medium sized employers (those with between 100 and 750 full time employ