Account Manager

Account Manager – Workplace Pensions

Hybrid / 3-days per week in office

North London

Full-time | Permanent

Competitive (dependent on experience)

Comprehensive benefits (see foot of advert)

Exam Support

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.
• 4% matched pension contributions.
• Income Protection Cover (terms apply).
• Death-in-Service Cover (terms apply).
• Health Shield Cash Plan.
• Employee Assistance Programmes.
• Cycle to Work Scheme.
• Employee Discounts.
• Company Activities.
• Breakfast/Fruit supplies.
• Discounted Health Tests.
• Optional Influenza vaccination.
• Employee referral programme.

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