Job Description

• Setting up new SSAS, ARF, PRB & PRSA business.
• Servicing work for existing Clients.
• Producing scheme documentation.
• Benefit calculations for retirements.
• Annual benefit reviews.
• Producing scheme valuations.
• Preparation of Trustee Annual Reports.
• Liaising with Revenue & THE Pensions Authority on reporting requirements.
• Dealing with Data Protection and Pension Regulator renewals
• Updating databases, including posting of bank transactions
• Ensuring work meets file and compliance procedures.
• Dealing with complex cases and problem solving.
• Preparing ARF drawdown.
• Answering Client queries and building a rapport with your allocated clients
• Dealing with complex Client requests.
• Dealing with clients by telephone, e mail and in writing
• Dealing with client requests in a timely and professional manner
• Referring to consultants, associate director / director where appropriate

On Offer:

• A generous package and basic salary.
• The role will initially be offered as a 6 month Fixed Term Contract in order to cover a maternity, but with the team growing quickly anybody that impresses will more than likely be offered an opportunity to stay and progress within the team.

Required Knowledge, Skills, and Abilities