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Assistant - Pension and Support

Are you keen to make a difference in a dynamic organisation? Do you have a passion for putting the customer at the centre of everything you do?

 

We’re a fast-paced, dynamic Group at the cutting edge of building safe and recurring value for all of our stakeholders. Our core areas include: bespoke pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more. We currently have £15bn Assets Under Management and are still growing.

 

This role is within Vested Employee Benefits Limited, part of the Embark Group.

 

What you’ll do

The key purpose of this role is to provide pension, voluntary benefit and general support services for clients across the business. You will work with the pension and support technical specialists to perform; new client engagement, general administration, draft documents, data inputting and managing the post.

 

Key Accountabilities

 

Your duties will include:

 

  •  Post sorting, scanning and distribution
  •  Set up and maintain records on client databases (including Intelligent Office)
  •  Completing Anti Money Laundering checks
  •  Assisting with report writing
  •  Producing benefit calendars
  •  Drafting presentations and simple reports
  • Performing general ad hoc administration for the Pension and Support team
  •  Educated to A level standard or equivalent.
  •  Minimum GCSE Maths & English grade C or equivalent
  •  Financial Services experience or qualifications preferred but not essential
  •  Proactive approach to communication
  •  Experience of working within a team in a professional environment
  •  Effective communication both verbally and in writing, including professional telephone    manner
  •  Strong organisational skills
  •  Some technical knowledge of pension and voluntary benefit products in the market place would be beneficial but not essential
  •  Sound knowledge of all Microsoft Applications

 

Who you are and the experience we’re looking for

Delivering excellence is no easy task, particularly when you are transforming a business. So we’re looking for someone with the right experience and behaviours to join our team. The ‘DNA’ we look for starts with high proactivity and tenacity, the desire to deliver service excellence, attention to detail and a passion for both innovation and continuous improvement. As well as this, you will need to have:

 

Why join us

Our approach centres on four primary enablers: our expertise, access to leading technology, focus on consumers, and capital.

We believe in transparency and meritocracy; we want to give all of our people the opportunity to be the best they can be, sharing in our future success.

 

Our family of companies include:

 

The Adviser Centre – a free-to-air, online fund research and consultancy service, dedicated to helping financial advisers to assess, select and monitor suitable actively-managed funds from the whole of the market.

EBS Pensions Limited – developed over the last 20+ years into a leading SIPP and SSAS provider, with over 15,000 clients and £2.8bn assets under administration.

The Embark Platform – a low-cost retirement-focused platform for financial advisers built on cutting edge and market leading FNZ technology.

Hornbuckle – one of the UK’s leading independent specialist pension providers, Hornbuckle has excelled in self-invested pension provision for more than three decades.

Rowanmoor – the UK’s largest independent SSAS provider and a provider of bespoke SIPPs and Family SIPPs.

Vested – a collaboration between Embark Group and Mazars LLP. Together we bring the very best in employee benefits and workplace savings to small and medium sized employers (those with between 100 and 750 full time employees).

Embark Corporate Services – is the provider of centralised Corporate Support to the Embark Group. Our approach is simple, we provide excellence in service to support the Group in being a world class full-scale retirement solutions provider.

You will receive consideration for employment without regard to race, religion, gender, sexual orientation, national origin, disability or age.

 

Apply now and join us on our journey.

 

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MILTON KEYNES  ∙  View all open roles here ›  

SALISBURY  ∙  View all open roles here ›  

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