DESIRABLE QUALIFICATIONS / SKILLS

• Experience in a Customer Services role
• Experience with Excel, MS Teams and Outlook

PURPOSE

To deliver the highest standards of Customer Service for pension administration to NFP clients following and updating administrative procedures and processes.

MAIN TASKS

• To efficiently process all duties expected of a Pension Administrator
• Understand pension auto enrolment legislation and requirements to support client written and telephone enquiries accurately, and process pension data accordingly
• Able to review and understand client data provided in excel
• Producing and cross-checking pension contribution schedules within agreed timeframes
• Maintaining records using NFP software
• Ensure that client files are kept accurate and up to date
• Ensure that all client history (at both employer and employee level) is fully documented
• Working with the Pensions Regulator – online / telephone and email
• Completing, issuing and recording statutory documentation in line with pension legislation
• Working with a variety of pension providers / insurance companies - online / telephone and email
• Answering employer/employee queries via telephone or email
• Work with colleagues on routine outstanding work ensuring clients are aware and understand requirements / consequences
• Support the day-to-day workloads of the team including inbox enquires
• Manage own allocated workload taking on additional tasks during quiet periods.
• Report client dissatisfaction to Team Lead and Head of Customer Service accordingly
• To develop understand and work with clients under all systems and services within the Pension Team
• To book client/employee calls with Consultants / Wealth Management Team as required

At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you’ll be able to join us in making a real difference.

• Numerous charity fundraising challenges and events throughout the year
• Opportunities to volunteer and give back to the community
• Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of wor