Pensions Administrator

6 days ago

Birmingham, Birmingham, United Kingdom Succession Wealth Full time
About the Role

We are seeking an experienced Employee Benefits Specialist to join our team at Succession Wealth. As an Employee Benefits Specialist, you will play a key role in supporting our clients with their employee benefits needs.

Key Responsibilities
  • Liaise with policy providers to obtain policy details, illustrations, and process new business applications.
  • Process group risk renewals and arrange group pension annual review meetings.
  • Ensure client records are accurate and up-to-date.
  • Support with complex matters and provide guidance to colleagues.
  • Book client meetings and appointments.
  • Prepare documentation, client reports, and annual review correspondence.
Requirements
  • Minimum of 2 years' experience in Employee Benefits and/or Group Pension administration.
  • Good secretarial and numeracy skills with high accuracy.
  • Excellent interpersonal and organisational skills.
  • Working knowledge of Microsoft Word and Excel packages.
  • Desirable knowledge of Adviser Office.
What We Offer
  • Competitive basic salary.
  • Annual pay reviews and performance-linked increases.
  • Fantastic range of benefits, including:
    • 25 days annual leave, increasing with service.
    • Excellent company pension scheme.
    • Agile and family-friendly working arrangements.
    • Company sick pay.
    • Enhanced maternity, paternity, and adoption pay.
    • Up to 40% discount on Aviva Insurance & Investment products.
    • £450 towards home office equipment.
    • Group Life Assurance Scheme: 8 x salary.
    • Access to the Benefit Hub.
    • A range of health benefits.
    • Voluntary flexible benefits platform.
    • Support with professional exams and study days.
    • Charity Days.
    • Company Events.
Our Commitment to DE&I

Succession Wealth is committed to building and preserving a culture of inclusion and diversity. We strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

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