Description
Benefit, Pension, Retirement, Cradle to grave, drawdown, calculate, wake up process
Role: Retirement and Pension Client Service Manager
Location: London
Duration: 12 Month Contract
The Retirement and Benefits CSM will service a SIPP book of members, in and entering drawdown, and be responsible for all on going service of Drawdown and Claims administration.
The CSM must have excellent knowledge of both the technical and administrative aspect SIPP Income Drawdown and Claims.
Expert working knowledge of the Delta SIPP~Pro system would be advantageous.
Minimum 3 years' experience with a SIPP Provider - either Cradle to grave or with at least 18 months servicing specifically drawdown members.
This role requires excellent analytical skills, high degree of attention to detail, effective time management and organisational skills.
The CSM will also lead in compiling retirement related regulatory reports together with enhancing procedures. There will be opportunities to train less experienced staff and become involved in system testing.
The CSM must at all times apply a positive attitude to the provision of a proactive and professional service with the guidance of the Senior Operational Client Services Manager.
Pension experience is needed specifically Drawdown and benefits.
If you would like to apply for the above role please send an updated copy of your CV to (see below)
Benefit, Pension, Retirement, Cradle to grave, drawdown, calculate, wake up process
Spring Technology is acting as an Employment Business in relation to this vacancy.
Spring Technology is an Equal Opportunities employer; we welcome applicants from all backgrounds.