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Financial Services

London

17/03/2025

Type of Position: Account Manager - London, Finchley
Pay: £25k - £30k
Reference: Finchley3

Account Manager - London, Finchley

Our client is looking for an Account Manager to join their team based in North London. You will be offered hybrid working with a competitive salary, and you will be responsible for the full administration of Work Place Pensions.

 

The Account Manager 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 database. 
-   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 IFA's/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 
 

If you are interested in this role then please forward your CV to sam@artemisrecruitment.co.uk 

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