Pensions Consultant
3 weeks ago
We're recruiting for
Customer Service Administrators to join our New Business Team You'll be the first point of contact for our
Pension customers and clients and you'll use your knowledge, insight and experience to provide an outstanding service to all colleagues, customers and clients.
This is a
hybrid role, where you will spend 2 days in our Cardiff office and the rest working from home.
Monday to Friday and the latest you'll finish is
17:00, meaning you'll have the weekends off to relax
What you'll be doing
- Dealing with short service refunds in a timely manner, ensuring all payments are reconciled accordingly.
- Managing multiple offset accounts for strategic clients.
- Supporting and assisting with upcoming audits.
- Dealing with all correspondence from our internal and external customers, keeping them up to date on progress to ensure next stages are understood and that any correspondence is effective and accurate.
- Maintaining scheme data, administering and updating individual customer and client records.
- Offering support to other team members or other areas, contributing to a highly motivated, straightforward and collaborative culture.
- The tasks are varied, meaning you'll be talking to colleagues and customers regularly. It's important to note that whilst this is primarily an administration role, you will be talking to customers on the phone too.
- Be able to demonstrate good behaviours & be keen to learn.
- Administration and customer service experience within the financial services or retail sector.
- Confidence in using Microsoft Office.
- Knowledge of some the following is desirable: The Pensions Regulator, The Financial Conduct Authority, The Pension Protection Fund and the Financial Assistance Scheme, claims and underwriting.
- A proactive approach to problem solving.
- Strong attention to detail and prioritisation skills.
- Strong communication skills and passion to support customers, whatever their personal circumstances.
- The skills above are really important to us. Rest be assured, we will show you the L and G way. You'll be in induction for a couple of weeks so, you'll have the tools you need before you start helping our customers and clients.
Benefits:
When you commit to Legal & General, we'll commit to you too. That means we'll recognise and reward your hard work, your performance and your contribution.
If you join us, you'll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection.
You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice.
We're also proud to offer competitive family leave.You'll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes.
And then there are the many discounts we offer that you can take advantage of - both for our own products and at a range of high street stores and online offerings.
About L>he brand with the brolly is choosing today to change tomorrow.
Since 1836, we've grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands.
We're all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.
At L&G, you'll find a balance that helps you be your best. Empowered by hybrid working, we're supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.
Today, there's over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G.
About the business area
Securing pensions over the long term can be a challenge for many businesses.
Our ambition at
Legal & General Retirement Institutional (LGRI) is to help companies and pension scheme trustees honour their defined benefit pension promises to their employees.
We're helping companies settle their pension liabilities so they can focus on growing their businesses, as well as helping to support their members' financial security in retirement.
And we're investing for the long term to back our pension promises.In the last 30 years we've written more UK business than any other insurer, and we currently look after more than half a million pension policyholders.
We're the UK's longest-serving active bulk annuity prov-
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