Pensions Consultant - Edinburgh, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED
CAPIO RECRUITMENT LIMITED
Verified Company
Edinburgh, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

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Job Title:
Associate Pensions Consultant_

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Location: Edinburgh_

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Salary: £35,000 - £45,000_


About the firm


Since its foundation in 1966, our client has grown to become the world's largest privately held independent by helping clients achieve their business objectives, who has also been ranked in Insurance's top ten best firms to work for in 2021.

They have astrong entrepreneurial culture that's complemented by the scale and expertise of more than 8000 Associates in over 100 offices worldwide, their dynamic and innovative organisation truly embraces its uncommonly independent status.


About the role


Due to an exciting growth strategy in place, our client are looking for an Associate Pension Consultant to join their growing Workplace Pension team.

This is a great opportunity for someone looking to take their pension career to the next level, whetherthat be moving from a similar role or an administrator/paraplanner/support consultant who would like to develop their career in a consultancy role.


The role will be based in their Edinburgh office where you will be part of a wider employee benefits team.


Ideally you will have experience in the following;

  • Preparation of Governance packs for client meetings requesting data/ MI, reviewing documentation and preparing Governance material for client meetings.
  • Attendance at pension governance and client review meetings drafting minutes and following up on actions.
  • Supporting the sales team and pension consultants with on boarding new clients.
  • Supporting the production and deployment of pension communications.
  • Supporting the pension process when working with flex/online providers to ensure a seamless journey for clients.
  • Updating client plans and ensuring all client review documentation is up to date an accurate.
  • Working with consultants on pension projects to support provider reviews, salary exchange, auto enrolment audit and client work.
  • Managing employee queries
  • Maintaining relevant databases to ensure client records are kept up to date and clients invoiced on time.

Experience, qualifications and key skills
What is essential

  • Experience and understanding of the UK pensions, in particular the DC pension market.
  • Knowledge of auto enrolment legislation and practices.
  • Good excel, word and PowerPoint skills.
  • Outgoing, with the ability to confidently build relationships.
  • Excellent communication skills with the ability to effectively manage stakeholders
  • Excellent organisational and time management skill with the ability to manage tight deadlines.


Along with a competitive benefits package, our client remains committed to recognising and sustainably rewarding Associates empowering you to put your clients and their business first.

They attract the best professionals to come and work with them who areexcited by their unique culture that values respect, ethical, moral and caring approach, in fact they pride their Associates in being their greatest asset.

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