Pensions Customer Services Executive

NFP; Bromsgrove; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

NFP is seeking a Pensions Customer Service Executive responsible for administering clients' group pensions in a hybrid working model. The role includes data validation, liaising with providers and clients, and ensuring compliance with regulations. Ideal candidates are detail-oriented individuals with customer service experience and pension administration knowledge, looking to join a dynamic and supportive team.

Benefits

Flexible working hours

Casual office environment

Career development opportunities

Employee benefits and socials

Qualifications

• Well-organised and detail-oriented individual with excellent interpersonal and business communication skills.
• Experience in customer service roles, with pensions administration knowledge preferred.
• Proficient in Excel, MS Teams, and Outlook, with a willingness to support the wider business.

Responsibilities

• Responsible for administration of clients' group pensions and data validation exercises.
• Liaising with pension provider and client advisers, answering queries.
• Overseeing remedial work to ensure accurate outcomes for clients.

Skills

Attention to Detail

Interpersonal Skills

Business Communication

Continuous Improvement

Education

Previous experience in a Customer Services role

Knowledge and experience of Pensions Administration

CII qualifications

Tools

Excel

MS Teams

Outlook

Job description

Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organisation of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.nfp.co.uk.

About the role:

We are recruiting for Pensions Customer Service Executive to take responsibility for the administration of clients’ group pensions, working with Consultants and Senior Team Members to oversee implementations and remedial work.

Overview of duties:

• Undertaking comprehensive data validation exercises
• Completing auto-enrolment assessments including Declaration of Compliance & Re-Declaration of Compliance
• Producing & reconciling payroll deduction schedules within agreed Service Level turnaround timeframes
• Liaising between pension provider, The Pensions Regulator and employer/employee and client advisers
• Answering employer/employee queries via telephone or written
• Processing lost clients within the Standard Operating Procedure
• Supporting the day-to-day workloads of the team including inbox enquiries
• Ensuring that all client history (at both employer and employee level) is fully documented
• Proactively identifying added value opportunities
• Keeping up to date of developments and remain current within the industry, specifically changes, in legislation, competitors and clients
• Identifying and addressing errors within client processes, highlighting to management accordingly
• Overseeing remedial work to ensure an accurate outcome in a timely manner for existing clients and audit projects

Person specification

Knowledge, skills and abilities:

• Well organised and detail-oriented individual
• Focused on continuous improvement and developing standards
• Excellent interpersonal and business communication skills
• One team company mindset with client always at the centre of the process
• Willingness to support the wider business with client delivery

Education / and or Experience

• Previous experience in a Customer Services role
• Knowledge and experience of Pensions Administration desirable
• Experience with Excel, MS Teams and Outlook essential
• CII qualifications desirable, but not essential

Key information:

Hours: 35 hours

Location: Bromsgrove, Hybrid

What you’ll love about us!
We may be a global business, but our culture is united and truly collaborative. We strive to adopt a genuinely flexible approach to working, and we have the technology to make it as easy as possible for our people around the world to connect to one another, and to be productive in and out of the office.

We want everyone to bring their best selves to work each day, so we have a relaxed and casual office environment, plus great employee benefits and socials. Joining NFP means you’ll get plenty of opportunities to invest in your career and personal development.

Attractions @ NFP

• We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working.
• Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how.
• We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets.
• We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work.
• Our inclusion and belonging initiatives and charity work form a large part of this. NFP has an Executive Board member as well as Board made up of individuals from across our entire business dedicated to inclusion and belonging.

If this sounds like something in which you are interested, please apply or contact Lucy Reed for further information.

NFP and You... Better Together!