Pension Specialist Role for Corporate Clients

6 days ago


Birmingham, Birmingham, United Kingdom Gallagher Full time

Overview

We are seeking a dedicated Pension and Employee Benefits expert to join our team at Gallagher. This role involves providing timely and accurate support to clients, colleagues, and third parties in all aspects of corporate pensions.

About the Job

The successful candidate will act as the primary contact for clients, ensuring high-quality service delivery. Responsibilities include:

  • Supporting new pension implementations with new business coordinators and/or client owners;
  • Anticipating and responding to client needs and objectives with a prompt and flexible approach;
  • Maintaining up-to-date technical pensions knowledge to support clients within designated areas;
  • Providing proactive and effective support to Consultants and Management;
  • Developing and maintaining strong relationships with clients and internal teams;
  • Assisting with client governance meetings and campaign management;
  • Preparing and finalizing client reports and PowerPoint presentations;
  • Maintaining detailed understanding of pension provider systems and portals;
  • Identifying and progressing new business opportunities with clients.

About You

To be successful in this role, you will have:

  • 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;
  • IT literate with proficiency in Microsoft Office 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 deadlines;
  • Able to travel to various locations.

Salary and Benefits

This role offers a competitive salary of £45,000 - £60,000 per annum, depending on experience, plus a range of benefits including:

  • Minimum 25 days holiday, plus bank holidays;
  • Defined contribution pension scheme;
  • Life insurance;
  • Income protection;
  • Health cash plan or Private medical insurance;
  • Three fully paid volunteering days per year;
  • Employee Stock Purchase plan;
  • Critical illness cover;
  • Discounted gym membership;
  • Season ticket loan;
  • Access to a discounted voucher portal.

Location

While we can't specify the exact location, it is likely to be in the UK.



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