An award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experienced Account Manager
Job Description - Account Manager
The Account Manager is responsible for the full administration of Workplace Pensions and will deal with all scheme administration, namely:
Processing of new entrants, leavers, and retirees
Update and process monthly pension schedules
Uploading of pension schedules on provider websites
processing of risk claims relating death, health and disability arranging group client appointments and meetings for the consultant
Process renewals.
Compile and complete annual Client reviews.
Be proactive in suggesting and creating improved and efficient working methods.
Provide general administrative support.
Record client and policy information and on to back-office systems.
Provide effective delivery of information and communication to clients.
Prepare scheme reports and attend client meetings.
Provide a pro-active service and a high standard of administrative support to the
Advisers/Consultants and clients via telephone, email and written communication, including assisting in product and provider research.
Provide technical support to the Advisers and Directors in respect of scheme updates and legislative changes.
Maintain a good knowledge of all corporate related products, encompassing an in-depth knowledge of the various types of schemes and associated technical knowledge.
Detect and resolve issues that may arise.
Be the main point of contact for clients and providers.
Maintain a good understanding of Auto-Enrolment and be up to date with appropriate and relevant
legislative changes
Account Manager - What's on Offer
Competitive salary package.
Hybrid working pattern (3 days office-based).
Supportive and collaborative team environment.
Ongoing training and professional development opportunities.
The opportunity to play a key role in delivering outstanding client service within a growing team.
