Pension Account Executive
- Edinburgh
- Permanent
- Full-time
OverviewAre you an ambitious professional seeking an outstanding chance to create a significant impact within the world of Pension Consulting? We are looking for a Pension Account Executive to join our dynamic employee benefits consultancy team. This role is crafted for someone with a passion for providing high-quality service and a drive to exceed client expectations, whilst demonstrating experience and product and market expertise specific to Defined Contribution Pensions. You will have the chance to work with a premier team and contribute to our mission of delivering magnificent support to our clients.
How you'll make an impact
- Support New Pension Implementations: Collaborate with new business coordinators and client owners to successfully implement new pension plans.
- Client Interaction: Act as the primary contact for clients, ensuring their needs and objectives are met with a flexible and timely approach.
- Technical Knowledge: Maintain up-to-date technical knowledge of pension products and regulatory standards to provide expert support.
- Client Meetings: Assist in client governance meetings, preparing reports, PowerPoint presentations, and other documentation.
- Customer Service: Provide outstanding service to clients and scheme members, addressing inquiries and requests promptly.
- Campaign Management: Support campaign management, including meeting preparations and attending client meetings as required.
- Financial Oversight: Assist in monitoring income to ensure financial targets are met and financial control is maintained.
- New Business Development: Identify and progress new business opportunities with existing clients.
- Compliance: Ensure adherence to internal policies, procedures, and applicable laws and regulations.
- Proficiency in English and Mathematics
- Strong written and verbal communication skills
- Evidence of Continuing Professional Development (CPD)
- Relevant professional qualifications or studying towards them
- Technical knowledge of Defined Contribution (DC) Pensions
- IT proficiency, especially with Microsoft Office (Excel, Word, PowerPoint)
- Demonstrable experience in a similar financial services role
- Proven customer service and relationship-building skills
- Excellent organizational skills with the ability to manage multiple tasks and meet tight deadlines
- High level of accuracy and attention to detail
- Client Excellence: Understanding client needs and managing conflicts effectively.
- Innovation & Resourcefulness: Demonstrating a drive for results and innovative thinking.
- Teamwork & Interpersonal Skills: Effective communication and teamwork abilities.
- Expertise: Strong business insight and functional excellence.
- Integrity: Maintaining trust and ethical standards.