This independent firm of actuaries and consultants are looking for an experienced pensions' administrator to join their pensions' administration team.
The successful candidate will work as part of a small but dedicated team of administrators, servicing clients with a variety of types of pension schemes, including final salary, group money purchase and stakeholder arrangements.
Activities would include processing quotations and claims, including transfers in / out and annuity purchase, preparation of annual benefit statements and membership schedules, allocation of money purchase contributions, attendance at client meetings, presentations as required as well as some checking of the work of colleagues in the team and deputising for the Team Leader in their absence.
This employed Retirement Planning Specialist job in Weybridge provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
You will be joining WTW as a senior actuarial student consultant with experience working on core UK defined benefit pensions actuarial work.
We work with a wide range of clients and your work may cover both trustee and corporate assignments.
As well as providing advice on regular valuations, accounting, PPF levies, individual calculations, and factor reviews, we often work alongside our clients on innovative, market-leading projects.
Posted by Dynamite Recruitment Solutions Ltd • £24K/yr to £25K/yr
Dynamite Recruitment are proudly working with a reputable Financial Services provider in the recruit of a Pension Administration Assistant to join an experienced and welcoming Pensions Admin team!
As a member Assistant Pensions Administrator, you will provide support to the Pension Administrator and report to the Pension Consultant to provide a dedicated administration and coordination service.
Offering a fantastic benefits package including flexible working hours!
As a member of the pension administration team, you'll support the Pension Administrator and work with the Pension Consultant to deliver excellent in-office and client service.