Job Description

This fantastic opportunity is best suited to someone who wants to expand their pension knowledge, as well as further developing their career within the pensions market.

Key Responsibilities

• Assisting members by calculating their benefits such as; transfers, deaths, leavers
• Liaise with Trustee and clients regarding pension enquires or updates
• Maintaining records from both clients and members
• Assisting in preparing annual benefit statements
• Keeping up to date with the pensions market and changes
• Professional approach to meet the needs of all members and clients to ensure the best experience

Required Knowledge, Skills, and Abilities