Pensions Customer Services Executive
NFP Corp —Bromsgrove
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Communication skills
- Annual leave
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Legal & Technical Adviser (Employment Law)
NATIONAL FARMERS UNION —Kenilworth
- £41,000 a year
- Full-time
- Contracts
- Communication skills
- Free parking
- Annual leave
10d
Asset Experience Associate
NAA-Jones Lang LaSalle Resources —Birmingham
- Full-time
- Sales
- Maintenance
- In-person
Quick apply
Assistant Manager, IRI - Financial Services
KPMG —Birmingham
- Part-time
- No experience needed
- Accounting
- Communication skills
Private Client Tax Manager
Ellacotts LLP —Birmingham
- £55,000 - £75,000 a year
- Full-time
- Business development
- Analysis skills
- Team management
Quick apply
Manager - Accounts & Business Advisory
Dains —Birmingham
- Full-time
- Hybrid work
- Management
- QuickBooks
- Organisational skills
- Annual leave
Quick apply
Senior Business Development Manager
Mills & Reeve LLP —Birmingham
- Business development
- Team management
- Budgeting
5d
Principal Associate - Non-Contentious Construction - 12 month FTC
Gowling WLG —Birmingham
- Full-time
- Hybrid work
- Supervising experience
- Contracts
- Construction experience
- Annual leave
Principal Associate - Non-Contentious Construction
Gowling WLG —Birmingham
- Hybrid work
- Supervising experience
- Contracts
- Construction experience
- Annual leave
Internal Sales & Projects Adviser
Tamlite Lighting —Redditch
- £28,000 - £30,000 a year
- Full-time
- Customer service
- Organisational skills
- Computer skills
- Store discount
- Employee discount
Quick apply
5d
Client Services Executive (Financial Services)
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
Quick apply
4d
Client Services Executive (Financial Services)
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
Quick apply
4d
Refugee and Migrant Adviser
Entraide (Mutual Aid) —Solihull
- £26,780 a year
- Full-time
- Presentation skills
- No degree
- Travel
- Work from home
Quick apply
11d
Asset Experience Associate
JLL —Birmingham
- Sales
- Maintenance
- Leadership
Independent Financial Adviser
Southcote Financial Limited —Birmingham
- From £48,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Free parking
- Work from home
Quick apply
2d
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
Financial Controller
Newbury Commercial Glazing —Warwick
- From £45,000 a year
- Full-time
- CRM software
- Human resources
- In-person
- Free parking
Quick apply
13d

I want to receive the latest job alerts for new client adviser in birmingham, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

new client adviser jobs near birmingham, eng

Private Client Solicitor jobs in Leamington Spa

Financial Controller jobs in Warwick

Senior Administrator jobs in Solihull

Finance Assistant jobs in Birmingham

Principal jobs in Birmingham

Senior Business Development Manager jobs in Birmingham

Financial Advisor jobs in Birmingham

Account Manager jobs in Birmingham

Financial Administrator jobs in Birmingham

Client Manager jobs in Birmingham

Private Client Solicitor jobs in Birmingham

Private Client Solicitor jobs in Bedford

Private Client Solicitor jobs in Doncaster

Private Client Solicitor jobs in Loughborough

Private Healthcare Admin jobs in London

Private School jobs in Hertfordshire

Private Medical Secretary Work From Home jobs in London

Financial Controller jobs in Bishop's Stortford

Financial Controller jobs in Walsall

Financial Services jobs in Edinburgh

Pensions Customer Services Executive

NFP Corp -
Bromsgrove

Apply Now

Job details

Full-time

Benefits

Annual leave
Company pension

Qualifications

Pension
Microsoft Excel
Microsoft Outlook
Communication skills
Certificate in Insurance

Full job description

Posting Description:

We’re hiring for a Customer Services Executive to support our growing Pensions team...

To keep up with our growth in the UK and Ireland, we’re looking for a dedicated Customer Services Executive to deliver the highest standards of Customer Service for pension administration to NFP clients following and updating administrative procedures and processes. To assist with training new and existing employees and work with Consultants and Team Leaders to coordinate implementations.

We’re looking for someone with:

Experience in a Customer Services role
Knowledge and experience of Pensions Administration is desirable
Experience with Excel, MS Teams and Outlook is necessary
CII qualifications desirable

Using these skills, you’ll be:

Managing the day-to-day administration of clients' group pension schemes.
Completing comprehensive data validation exercises to ensure accuracy.
Conducting auto-enrolment assessments, including Declarations of Compliance and Re-Declarations of Compliance.
Demonstrating commercial awareness by ensuring Service Level Agreements and Additional Value Forms are used appropriately, while finding opportunities for additional services.
Advancing client dissatisfaction to the Team Leader and Head of Customer Service where appropriate.
Supporting the implementation and onboarding of new clients, as well as new business for existing clients, ensuring all work is completed efficiently and within agreed SLAs.
Acting as the primary point of contact for allocated clients, building strong working relationships and ensuring comprehensive handovers during periods of annual leave.
Working confidently across all systems, services, and processes within the Pension Team.
Arranging and leading client conference calls and meetings where required.
Booking client and employee appointments with Consultants and the Wealth Management team.
Ensuring client microsites remain accurate and up to date, notifying Team Leaders and Consultants of any required changes.
Producing and reconciling payroll deduction schedules within agreed Service Level Agreement (SLA) timeframes.
Acting as a key liaison between pension providers, employers, employees, advisers, and The Pensions Regulator.
Responding to employer and employee queries via telephone and written communication.
Maintaining accurate client records and ensuring compliance with audit requirements.
Processing leavers and lost clients in line with Standard Operating Procedures.
Monitoring outstanding work, ensuring clients understand any outstanding requirements and the potential consequences of delays.
Supporting the team's daily workload, including managing shared inbox enquiries. Keeping client files and records accurate, complete, and up to date.
Ensuring all client activity and history, at both employer and employee level, is fully documented.
Finding opportunities to contribute for clients and support business growth.
Keeping up to date with industry developments, including legislative changes, market trends, competitors, and client requirements.
Supporting the training and development of colleagues by providing guidance, demonstrations, coaching, and knowledge sharing when required.
Arranging client calls to ensure processes are fully understood and implemented correctly.

Who are NFP?

With over 1000 people in the UK and Ireland and over 8,000 employees worldwide, NFP are part of the Aon group and specialise in helping businesses in four core areas:

Insurance (helping them manage key risks)

Health and safety (supporting them to create a safer workplace for their employees)

Employee benefits (helping them reward their people more effectively)

HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What you’ll love about working here

Working in a dynamic, fast-paced organisation in an exciting industry
The opportunity to do globally impactful work from day one
Learning from industry and business line specialists with decades of experience
A huge variety of projects to work on and challenges to solve
Our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
A rich suite of employee benefits and out-of-work perks

Apply Now

Refine Your Search

new client adviser jobs in birmingham, eng

Pensions Customer Services Executive

Financial Administrator

Apprentice Private Client Administrator

Pensions Officer

Legal & Technical Adviser (Employment Law)

Asset Experience Associate

Assistant Manager, IRI - Financial Services

Private Client Tax Manager

Manager - Accounts & Business Advisory

Senior Business Development Manager

Principal Associate - Non-Contentious Construction - 12 month FTC

Principal Associate - Non-Contentious Construction

Internal Sales & Projects Adviser

Client Services Executive (Financial Services)

Client Services Executive (Financial Services)

Refugee and Migrant Adviser

Asset Experience Associate

Independent Financial Adviser

Senior Administrator

Financial Controller

I want to receive the latest job alerts for new client adviser in birmingham, eng

Related Searches

Explore jobs in more locations

We’re hiring for a Customer Services Executive to support our growing Pensions team...

We’re looking for someone with:

Using these skills, you’ll be:

Who are NFP?

What you’ll love about working here

Jobseeker tools

Employer Tools

Browse

Stay Connected