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Senior Associate, Client Servicing - DC Pensions

Job description

My client, a national, award-winning, financial planning and corporate advice provider is looking for an Senior Associate Client Servicing - DC Pensions based in their Edinburgh office.

Purpose of the job:
To help the client deliver Client Services Proposition by providing a high-quality administration and support service to corporate pension clients and trustees and internal colleagues.
To proactively help deliver administration services to a portfolio of clients.

Job summary:

  • Experience with DC Pensions in Financial Services or Employee Benefits
  • Good Understanding of pensions workings and terminology
  • Client focused approach
  • Managing client relationships alongside consultants
  • Obtaining and checking data from clients and providers
  • Drafting and reviewing client reports and recommendations, including data manipulation
  • Drafting member communications
  • Answering queries by phone and email
  • Peer reviewing work by others
  • Liaising with providers, clients and consultants to ensure the smooth running of clients' pension schemes
  • Using internal systems including Intelligent Office and Microsoft products


Salary & Benefits:

  • £35,000 depending on experience
  • 25 days holiday (increasing by an additional day per annum up to 30 days)
  • Personal pension contribution up to a maximum of 7.5%
  • Life assurance of up to 4 x your salary
  • Income protection of 75% of your basic salary in the event of long term sickness
  • Interest free season tickets loans, eye care and childcare vouchers
  • Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)






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