Group Personal Pensions Administrator - Financial Planning

We are seeking a proactive, self motivated individual to help with the ongoing growth of our Pensions team.

The role will be part of the Pensions team but you will be working with Financial Planners to manage and administer their Group schemes.

You will join our highly motivated team, helping to contribute to the efficiency and high performance of the team by prioritising and managing your workload, and delivering on time.

Key duties include:

Setting up of new GPP schemes
Preparing client packs for existing & new members for the Financial Planners
Liaising with the scheme providers and employers / employees
General administration – change of member details, annual reviews
Generating fee agreements & invoices

Qualifications & skills:

Experience of working in an administration environment, ideally gained in Pensions or Financial Planning for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards

Either email a covering note and CV to careers[at]oldmillgroup[dot]co[dot]uk or post to Group HR, Old Mill, Number One Goldcroft, Yeovil, Somerset, BA21 4DX.

Old Mill is a trading name of Old Mill Accountancy LLP, Old Mill Financial Planning LLP and Old Mill Audit LLP which are Limited Liability Partnerships. Old Mill Audit LLP is registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales. Old Mill Accountancy LLP is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Old Mill Financial Planning LLP is authorised and regulated by the Financial Services Authority. Old Mill Audit LLP is Registered in England Number OC352865, Old Mill Accountancy LLP is Registered in England Number OC320856. Old Mill Financial Planning LLP is registered in England Number OC320853. Registered office The Old Mill, Park Road, Shepton Mallet, Somerset BA4 5BS.