28th March, 2025
The key purpose of the role being the provision of full technical support to the Group Pensions and Employee Benefits Team.
On offer will be a competitive salary and benefits package, ongoing professional development and hybrid working.
The role:
- Liaising with clients, consultants and insurers to provide a full admin support service to clients with Group Personal Pension, Stakeholder, Group Life Assurance, Group Permanent Health Insurance schemes, SSAS, SIPP, Keyperson and Shareholder Protection.
- Delivery of day to day Scheme administration functions in accordance with Client Specific Service Agreements (e.g. Processing of Annual Scheme Renewals, Group Life Reviews & Monthly Contribution updates).
- Preparing accurate contribution schedules for corporate clients, ensuring they comply with reporting regulations and are provided to clients within regulatory timescales.
- Processing new entrants, leavers, retirement cases, transfers & death claims from schemes.
- Producing illustrations and new entrant packs.
- Liaising with Group Risk Manager and providing assistance on scheme re-broking process for group risk clients.
- Preparing illustrations and processing new SIPP applications through to policy document issue.
- Maintaining accurate records, both electronic and paper-based.
- Operating and monitoring an effective diary system.
- General office duties such as filing, post sorting, scanning, photocopying etc.
Key Skills: Previous experience providing administrative support to Corporate IFAs specialising in group pensions and employee benefits is preferred if possible. Excellent communication skills, verbal and numerical ability are a must, as is a keen eye for detail. A hard-working, committed and professional manner are also essential to succeed in this role.
To Apply For more information, please contact Jenny Brophy and send your CV to jenny @ tempestjones . com
Financial Services, Financial Planning, Pension, Investments, Protection, Mortgages, Independent Financial Adviser, Financial Planning, Administration, Administrator, Business Processing, IFA Administrator, Group Pensions, Employee Benefits, GPP, Group risk, group protection.
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