Pension Client Support
2 months ago
Overview
We are 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. The successful candidate will act as the primary pensions contact, ensuring a high-quality service to all clients, colleagues, and third parties. How you'll make an impact 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). #LI-TM2 Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: 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…-
Pensions Client Support Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Gallagher Benefit Services Full timeAbout the RoleAt Gallagher Benefit Services, we're looking for a skilled Pensions Client Support Specialist to join our team. In this role, you'll provide high-quality support to our clients, ensuring they receive the best possible service in all aspects of their pension and employee benefits.Key ResponsibilitiesSupport new pension implementations and...
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