Pension Client Support Specialist

4 weeks ago

Birmingham, Birmingham, United Kingdom Gallagher Benefit Services Full time
About the Role

Gallagher Benefit Services is seeking a dedicated Corporate Pension and Employee Benefits Specialist to join our Specialist Markets team. This non-regulated, B2B role involves providing timely and accurate support to Associate Consultants, Consultants, and Management in all aspects of their work with corporate clients.

Key Responsibilities
  • Support new pension implementations in conjunction with new business coordinators and/or client owners.
  • Anticipate and respond to client needs and objectives with a prompt and flexible approach.
  • Maintain up-to-date technical pensions knowledge to support clients within designated Permitted Areas of Activity.
  • Provide proactive and effective support to Consultants and Management.
  • Develop and maintain strong relationships with clients and internal teams.
  • Assist with client governance meetings and provide support in campaign management and meeting preparation.
  • Prepare and finalize client reports and PowerPoint presentations.
  • Maintain a detailed understanding of pension provider systems and portals.
  • Assist in monitoring income to ensure budget achievement and financial control.
  • Identify and progress new business/income opportunities with clients.
  • Ensure adherence to the firm's engagement and re-engagement procedures.
  • Manage action points from meetings and ensure all client deadlines and service levels are met.
  • Comply with internal policies, procedures, applicable laws, rules, regulations, and Gallagher's shared values.
About You
  • Competence in English and Maths.
  • Excellent written and verbal communication skills.
  • Evidence of Continuing Professional Development (CPD).
  • Studying towards or holding relevant professional qualifications.
  • Good technical knowledge of DC Pensions, including products, markets, and regulatory standards.
  • IT literate with proficiency in Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases.
  • Strong communication, questioning, listening, report writing, and presenting skills.
  • Demonstrable experience in a similar role within Financial Services or financial services administration.
  • Strong customer service and relationship-building skills.
  • Excellent organizational skills with the ability to manage multiple tasks and meet tight deadlines.
  • High level of accuracy and attention to detail.
  • Ability to travel to various locations (clean driving license/access to a car is preferable).
Benefits

Gallagher offers a wide range of benefits, including a competitive salary, great teams, and exciting career opportunities. Some of the minimum core benefits include:

  • Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days.
  • Defined contribution pension scheme, which Gallagher will also contribute to.
  • Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x.
  • Income protection, we'll cover up to 50% of your annual income, with options to top-up.
  • Health cash plan or Private medical insurance.

Other benefits include:

  • Three fully paid volunteering days per year.
  • Employee Stock Purchase plan, offering company shares at a discount.
  • Share incentive plan, HMRC approved, tax effective, stock purchase plan.
  • Critical illness cover.
  • Discounted gym membership, with over 3,000 gyms nationally.
  • Season ticket loan.
  • Access to a discounted voucher portal to save money on your weekly shop or next big purchase.
  • Emergency back-up family care.
  • And many more...

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