Account Manager - Work Place Pensions

Account Manager / Workplace Pensions

Hybrid / 3-days per week in office

North London

Full-time | Permanent

Competitive (dependent on experience).

Comprehensive benefits (see foot of advert)

Exam Support

An award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experienced Account Manager

Job Description – Account Manager

The Account Manager is responsible for the full administration of Workplace Pensions and will deal with all scheme administration, namely:

• Processing of new entrants, leavers, and retirees


• Update and process monthly pension schedules


• Uploading of pension schedules on provider websites


• processing of risk claims relating death, health and disability arranging 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 on to back-office systems.


• 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


• Advisers/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

• Competitive salary package.


• Hybrid working pattern (3 days office-based).


• Supportive and collaborative team environment.


• Ongoing training and professional development opportunities.


• The opportunity to play a key role in delivering outstanding client service within a growing team.


• 4% matched pension contributions.


• Income Protection Cover (terms apply).


• Death-in-Service Cover (terms apply).


• Health Shield Cash Plan.


• Employee Assistance Programmes.


• Cycle to Work Scheme.


• Employee Discounts.


• Company Activities.


• Breakfast/Fruit supplies.


• Discounted Health Tests.


• Optional Influenza vaccination.


• Employee referral programme.

This listing is from Reed. View original listing ↗