Description:
Key responsibilities:
Develop and maintain strong working relationships with our Business Managers, Advisers, Trustees and clients.
Support members, policy holders and Trustees through their pension saving journey.
Have a working knowledge of all relevant regulatory/disclosure requirements pertaining to Occupational Pensions and help ensure they’re adhered to e.g. Trustee Annual Reports, Pension Benefit Statements, IORPS requirements.
Be involved with processing and developing new tasks introduced by regulatory changes.
Collaborate with your new team to deliver IORPII related pensions solutions.
Help customers understand their options available depending on their individual circumstances and work history.
Carry out policy amendments and updates to maintain the accuracy of our customer records e.g., Trustee updates/assignments.
Requirements:
You will have a minimum of 2 years’ Occupational Pension/ Individual Pension experience.
You will be QFA qualified.
Awareness of challenges introduced to corporate pension administration by IORPII Regulation.
You are self-motivated and positive in your approach; willing to be flexible and proactive.
Strong computer skills, proficient in Microsoft Office specifically Excel.
Have excellent numerical skills, demonstrate numerical ability and attention to detail.
Be organised and disciplined in meeting strict deadlines whilst maintaining a strong customer service focus.
Have good interpersonal and negotiation skills.
Strong knowledge of pre-retirement products & processes e.g. Group Pension Schemes, Buy Out Bonds, Executive Pension Plan, Assignments
Organization | Walters People |
Industry | Management |
Occupational Category | Corporate Pension Administrator |
Job Location | Dublin,Ireland |
Shift Type | Morning |
Job Type | Full Time |
Gender | No Preference |
Career Level | Intermediate |
Experience | 2 Years |
Posted at | 2023-05-06 7:19 am |
Expires on | 2024-12-20 |