Senior Associate, Client Servicing

4 weeks ago

Midlothian, United Kingdom IDEX Consulting Ltd Full time

My client, a national, award-winning, financial planning and corporate advice provider is looking for an Senior Associate Client Servicing - DC Pensions based in their Edinburgh office.Purpose of the job:To help the client deliver Client Services Proposition by providing a high-quality administration and support service to corporate pension clients and trustees and internal colleagues.To proactively help deliver administration services to a portfolio of clients.Job summary:

  • Experience with DC Pensions in Financial Services or Employee Benefits
  • Good Understanding of pensions workings and terminology
  • Client focused approach
  • Managing client relationships alongside consultants
  • Obtaining and checking data from clients and providers
  • Drafting and reviewing client reports and recommendations, including data manipulation
  • Drafting member communications
  • Answering queries by phone and email
  • Peer reviewing work by others
  • Liaising with providers, clients and consultants to ensure the smooth running of clients' pension schemes
  • Using internal systems including Intelligent Office and Microsoft products

Salary & Benefits:

  • £35,000 depending on experience
  • 25 days holiday (increasing by an additional day per annum up to 30 days)
  • Personal pension contribution up to a maximum of 7.5%
  • Life assurance of up to 4 x your salary;
  • Income protection of 75% of your basic salary in the event of long term sickness
  • Interest free season tickets loans, eye care and childcare vouchers.
  • Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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