Jobs
>
Leeds

    DB pension specialist - Leeds, United Kingdom - Age Partnership

    Default job background
    Description

    Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role.

    To provide first line support to our team of consultants, Financial Planners and customers. To provide professional and efficient administrative support to the Wealth Management team
    Liaising with team members to pick up ad hoc tasks, i.e. re-arranging appointments, responding to customer queries, etc
    Reviewing pension information
    Liaising with pension providers to obtain scheme information
    Liaising with whole of market providers to obtain key updates and illustrations
    Providing efficient and timely support to both consultants and planners to support the growth of the business and improve conversion
    Other ad-hoc duties as and when required by the business

    We do this by delivering world-class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

    Significant in-house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

    Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship.

    A self-motivated, proactive and target driven individual who has the ability to thrive within a fast-paced environment whilst delivering both financial advice and customer service of the highest quality.

    Experience working within Financial Services across a broad spectrum of business areas.

    Able to demonstrate previous Advice Support, which may include platform administration, pension switches/transfers, at retirement advice and savings and investments in a customer servicing role.

    Diary Management Experience.
    GCSE A‐C or equivalent in Maths and English

    Full support will be provided should the candidate wish to enhance their learning/knowledge career further to progress to a paraplanner or financial planner.


  • Page Personnel Secretarial & Business Support

    Pensions Specialist

    1 week ago


    Page Personnel Secretarial & Business Support Leeds, United Kingdom

    The Pensions Specialist will shape ongoing administration predominantly in pensions and benefits but will also support the wider payroll and fleet management too. · **Client Details** · Page Personnel are recruiting on behalf of their client who are a fluid engineering company. · ...

  • Page Personnel Secretarial & Business Support

    Pensions Specialist

    2 weeks ago


    Page Personnel Secretarial & Business Support Leeds, United Kingdom

    Shape ongoing administration in this predominantly pensions and benefits role but also support the wider team with payroll and fleet management too. · **Client Details** · Page Personnel are recruiting on behalf of their client who are a global leader in fluid engineering. They s ...

  • CERES RECRUITMENT SOLUTIONS LIMITED

    Pensions Specialist

    1 week ago


    CERES RECRUITMENT SOLUTIONS LIMITED Leeds, United Kingdom

    My client is looking for a new addition to their expert Pensions team in central Leeds. This is an exciting opportunity for a Pensions professional to join their highly regarded team. · My client is long renowned as the team of choice for trustees, we also advise scheme employers ...

  • Star Actuarial Futures

    Pensions Specialist

    19 hours ago


    Star Actuarial Futures Leeds, United Kingdom

    **Vacancy Details**: · - Vacancy: · - **Pensions Specialist** · - Location: · **Leeds / hybrid with 2 days p/w office-based** · - Reference: · - **Star7974** · - Contract type: · - **Permanent** · - Sector: · - **Pensions** · - Qualification: · - **Given up exams,Nearly/Newly Qua ...


  • WTW Leeds, United Kingdom

    **Role**:Unique opportunity to join WTW as a Pensions Data Specialist implementing bulk calculations within a highly experienced and diversified team. Using your defined benefits pensions, numeracy, and analytical skills you will be comfortable with working with modern software a ...


  • WE Talent Leeds, United Kingdom

    **WE Talent** are working with a Pensions Specialist who are recruiting for a **GMP Equalisation and Projects Specialist** to join their team. · Reporting into the Director of Pensions Administration you will be crucial in working on GMP Equalisation and other large projects as r ...


  • WTW Leeds, United Kingdom

    Our data services span a range of clients with different UK pension administration systems and our solutions are either delivered within the team, across several areas of the WTW business or in partnership with specialist external suppliers. · As a fast growing team, we are recru ...

  • WTW

    Pensions Specialist

    1 week ago


    WTW Leeds, United Kingdom Full time

    Our work touches the lives of millions of people. We are dedicated to helping our clients deliver an excellent experience to the members of their occupational pension schemes. This is an exciting opportunity to join Outsourcing UK as a Pensions Specialist within our Pension Adm ...

  • Tes Global

    Pensions Specialist

    1 week ago


    Tes Global Sheffield, United Kingdom

    Key Role Responsibilities · Administer statutory monthly pension reports for our customers with precision and accuracy. · Handle customer contacts promptly and professionally, resolving issues and logging interactions efficiently. · Manage technical product queries, identify root ...

  • Impellam Group

    Pension Specialist

    3 weeks ago


    Impellam Group Leeds, United Kingdom

    Pensions Implementation Consultant. · Contract - 6 month duration · Inside IR35/Umbrella - Up to £525 DOE · Fully Remote · We are working with a client in the consulting industry who are looking for a Pensions Implementation Consultant on a 6 month contract basis. As a Pensions I ...


  • Reed Talent Solutions Dewsbury, United Kingdom

    **Pension Wise Guidance Specialist · FTC until 31^st March 2024** · **Dewsbury** - Hybrid Working · £25,340 per annum, (pro-rata if part time) · Pension Wise is a free and impartial government service that offers people guidance on their defined contribution pension options. Citi ...


  • Reed Talent Solutions Dewsbury, United Kingdom

    **Pension Wise Guidance Specialist · FTC until 31^st March 2024** · **Dewsbury** - Hybrid Working · £25,340 per annum, (pro-rata if part time) · Pension Wise is a free and impartial government service that offers people guidance on their defined contribution pension options. Citi ...


  • Exchange Street West Yorkshire, United Kingdom

    **Job Type**: Perm · Town/City: Liverpool · County: West Yorkshire · Salary/Rate: Six-figure package · Sector: Financial Services · Discipline: Financial Services · Job ref: 523100 · **Ever been in the right place at the right time?** · At this business that's exactly what you'll ...

  • BMS Performance

    DB pension specialist

    2 weeks ago


    BMS Performance Leeds, United Kingdom

    Clinical Specialist – Critical care and theatre devices Yorkshire and North East · Medical · Critical care devices · Exciting field-based clinical support, education and training role · Educate clinicians on medical devices and in addition upsell where possible · Critical ca ...

  • BMS Performance

    DB pension specialist

    2 weeks ago


    BMS Performance Leeds, United Kingdom

    Clinical Specialist - Critical care and theatre devicesYorkshire and North EastMedicalSalary £40,000 to £42,000Critical care devicesExciting field-based clinical support, education and training roleEducate clinicians on medical devices and in addition upsell where possibleCritica ...

  • BMS Performance

    DB pension specialist

    2 weeks ago


    BMS Performance Leeds, United Kingdom

    Clinical Specialist - Critical care and theatre devices · Medical · Critical care devices · Exciting field-based clinical support, education and training role · Educate clinicians on medical devices and in addition upsell where possible · Critical care and theatre · Fantastic com ...

  • BMS Performance

    DB pension specialist

    3 weeks ago


    BMS Performance Leeds, United Kingdom

    Job Description Clinical Specialist – Critical care and theatre devices · Medical · Critical care devices · Exciting field-based clinical support, education and training role · Educate clinicians on medical devices and in addition upsell where possible · Critical care and th ...


  • Willis Towers Watson Leeds, United Kingdom

    Role: Unique opportunity to join WTW as a Pensions Data Specialist implementing bulk calculations within a highly experienced and diversified team. Using your defined benefits pensions, numeracy, and analytical skills you will be comfortable with working with modern software and ...


  • WTW Leeds, United Kingdom Full time

    WTW's Outsourcing Business consists of close to one thousand colleagues providing a pension administration facility for clients of varying size across a variety of complex schemes. The workforce consists of differing seniority levels, skill mixes, team sizes and talent pools deli ...


  • Aon Sheffield, United Kingdom

    **Job Description**: · **UK Pensions, Process Governance Specialist** · Are you self-motivated, have an innovative solutioning mindset and relish supporting and educating others? Do you have in depth knowledge of UK Pensions processes or the will to learn? · We are looking for a ...