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:

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• Processing of new entrants, leavers, and retirees
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• Update and process monthly pension schedules
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• Uploading of pension schedules on provider websites
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• processing of risk claims relating death, health and disability arranging group client appointments and meetings for the consultant
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• Process renewals.
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• Compile and complete annual Client reviews.
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• Be proactive in suggesting and creating improved and efficient working methods.
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• Provide general administrative support.
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• Record client and policy information and on to back-office systems.
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• Provide effective delivery of information and communication to clients.
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• Prepare scheme reports and attend client meetings.
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• Provide a pro-active service and a high standard of administrative support to the
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• Advisers/Consultants and clients via telephone, email and written communication, including assisting in product and provider research.
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• Provide technical support to the Advisers and Directors in respect of scheme updates and legislative changes.
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• Maintain a good knowledge of all corporate related products, encompassing an in-depth knowledge of the various types of schemes and associated technical knowledge.
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• Detect and resolve issues that may arise.
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• Be the main point of contact for clients and providers.
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• Maintain a good understanding of Auto-Enrolment and be up to date with appropriate and relevant
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• legislative changes
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Account Manager - What’s on Offer

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• Competitive salary package.
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• Hybrid working pattern (3 days office-based).
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• Supportive and collaborative team environment.
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• Ongoing training and professional development opportunities.
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• The opportunity to play a key role in delivering outstanding client service within a growing team.
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• 4% matched pension contributions.
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• Income Protection Cover (terms apply).
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• Death-in-Service Cover (terms apply).
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• Health Shield Cash Plan.
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• Employee Assistance Programmes.
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• Cycle to Work Scheme.
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• Employee Discounts.
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• Company Activities.
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• Breakfast/Fruit supplies.
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• Discounted Health Tests.
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• Optional Influenza vaccination.
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• Employee referral programme.
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