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via KBM Training and Recruitment

Coordinates the day-to-day affairs of a group’s pension/retirement program including choosing and administering plan type, record keeping, valuation/reconciliation, various testing/analysis, and required reporting. See more

1 year ago

via KBM Training and Recruitment

We are looking for a Pensions Administrator to coordinate the day-to-day affairs of a group’s pension/retirement program including choosing and administering plan types, record keeping, valuation/reconciliation, various testing/analysis, and re ... See more

1 year ago

via KBM Training and Recruitment

The Technical Analyst will be a member of the administration Technical team, which helps the administrators understand important pension legislative, regulatory, judicial and research developments, as well as providing process guidance and standard d ... See more

1 year ago

via KBM Training and Recruitment

£

West Midlands - Birmingham, City Centre

Responsible for SSAS administration and servicing work for clients, consultants, Associate Directors and Directors. Key responsibilities: Administration and Servicing Setting up new SSAS business. Servicing work for existing Clients. ... See more

1 year ago

via KBM Training and Recruitment

We are currently looking for a Pensions Administrator to join the team. In this position you will be responsible for providing administrative support to a small team of financial advisors and assisting with daily tasks to maintain positive client rel ... See more

1 year ago

via KBM Training and Recruitment

Your main responsibilities will include, but not necessarily be limited to, the following: To support the development and routine operation of a high performing team, which operates on the basis of self-organization and that demonstrates alignm ... See more

1 year ago

via KBM Training and Recruitment

Undertake various administration tasks, delivering an excellent service to our brokers, in connection with pension policies and subsequent cases Effective management of work queues, ensuring prompt & accurate results Build positive relatio ... See more

1 year ago

via KBM Training and Recruitment

Ability to respond to service demands of Brokers, Policy Owners, Annuitants etc. Ability to build relationships with Brokers and Broker Consultants as well as own and other Teams to deliver service Be responsible for ensuring that transactions ... See more

1 year ago

via KBM Training and Recruitment

You will personally be looking after a portfolio of administration clients that range in size. We are expected to manage all day-to-day activities across their allocated clients as well as helping to deliver management reports and ad-hoc projects. ... See more

1 year ago

via KBM Training and Recruitment

You will be managing a portfolio of clients, preparing manual and computer generated benefit calculations and related correspondence. You’ll be maintaining the member database; preparing computer generated benefit calculations and related corre ... See more

1 year ago

via KBM Training and Recruitment

You will need to undertake a pro-active client facing role, attending client and prospect meetings as required. They will be responsible for developing and retaining good working relationships with a portfolio of clients, communicating with them, the ... See more

1 year ago

via KBM Training and Recruitment

We will rely on you to: Create, implement and report progress against specific project plans which are aligned to the overall team strategy and the client’s expectations. Regularly complete and share effective project updates highlighti ... See more

1 year ago

via KBM Training and Recruitment

You will be managing a portfolio of clients as well as managing projects to ensure all deadlines and budgets are met. You'll be checking manual and computer generated benefit calculations for accuracy and checking updates to the member database. ... See more

1 year ago

via KBM Training and Recruitment

Create, implement and report progress against specific project plans which are aligned to the overall team strategy and the clients expectations. Regularly complete and share effective project updates highlighting progress, achievements and the ... See more

1 year ago

via KBM Training and Recruitment

This will involve working to agreed service standards and client deadlines, complying with internal procedures to provide a consistent and proactive client service to the highest standards. Working closely with and supporting the team leader, th ... See more

1 year ago

via KBM Training and Recruitment

The purpose of this role is to provide central resource support to the Sales Consultants and work as part of a Sales Support Team. You will be involved in the delivery of service to a team of Financial Advisers within agreed service levels including ... See more

1 year ago

via KBM Training and Recruitment

Communicate effectively with client/members via the telephone, letter and email. Consistently provide a quality customer experience to clients/members. Deal with simple queries and requests by the use of standard letters and reference to proce ... See more

1 year ago

via KBM Training and Recruitment

Conduct intricate calculations in accordance with the Local Government Pension Scheme Regulations for all Transfer Values, both incoming and outgoing, Preserved Benefits. Determine the pension contribution refund. Ensure that records of contri ... See more

1 year ago

via KBM Training and Recruitment

You will have proven pensions experience and a strong understanding of administering occupational pension schemes. You will have an ability to communicate complex information to a variety of different stakeholders, as well as the ability to prioritie ... See more

1 year ago

via KBM Training and Recruitment

The role is varied and will require a wide range of skills to undertake the day-to-day duties. Candidates applying for the role will be responsible for all aspects of administration for SIPP and SSAS products including those holding commercial proper ... See more

1 year ago

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