Pension & Investment Administrator

Who We Are

At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.

Role Purpose

We are looking for a Pension Administrator to join our Pensions and Investment Team. The Pension Administrator will act as an administrative support to that of our Financial Consultant Team.

What We Can Offer You

• Flexible working from home options as part of our Cornmarket Flex ways of working

• Significant investments in your professional development (e.g. insurance qualifications, professional qualifications relevant to your role)

• Annual leave (increases based on service)

• Flexi leave (option to take additional annual leave)

• Attractive & flexible pension contribution rates

• Health insurance or wellness subsidy

• Fully paid family leave types (maternity/paternity/surrogacy)

• Performance based bonus/commission

• Income protection

• Life cover

• Discounts on financial products

• Comprehensive health & wellbeing programme

• Employee Assistance Programme

• Active Sports & Social Club

Accountabilities of the Role

• Process incoming new business applications using our proposal tracking system, ensuring these are complete and compliant with defined checking questions

• Issue life new business in accordance with the terms given by the underwriter

• Complete general administration tasks such as data entry, logging and scanning

• Work to meet and exceed individual and team targets for both call volume and processing of new business

• Ensure that allocated work is processed on time, in accordance with team & individual SLAs, and to an excellent quality

• Compile and issue new business document packs for customers, ensuring the content is correct and appropriate

• Communicate with Life offices, customers and financial consultants regarding the progress of applications

• Responsible for dealing with client queries in a professional and timely manner

• Follow set procedures and guidelines, identifying when it is necessary to escalate cases for alternative handling

• Participate in team meetings, and suggest ways in which existing processes could improve

• To comply with risk control and regulatory requirements that are relevant to this role

• To maintain commercial awareness relevant to this role
  

Skills & Knowledge Required 

• Previous experience in an administrative or customer service role preferable

• Strong IT Skills with good working knowledge of the MS office suite

• Ability to adapt and learn new tasks

• Proven track record in meeting and exceeding targets

• Ability to work to tight deadlines and prioritise tasks

• Excellent communication skills both written and verbal

• A keen eye for detail

• QFA (or working towards) desirable

• Knowledge of risk control & regulatory environment

• Commercial awareness

Behavioural Competencies Required 

• Excellent interpersonal skills

• Ability to learn and carry out tasks in line with procedure

• Quality-focused, customer-first approach

• Approachable and a can-do attitude 

• Demonstrate empathy, understanding and patience

• Good organisational, planning and time-management skills

• Works well within a team; shares info, collaborates with, supports other team members

• Resilient, able to resolve problems

Controlled Function

This role is a ‘controlled function’ as defined by the Central Bank Reform Act 2010 Regulations 2011. Any appointment will be conditional on the company being satisfied that the appointee meets the requirements as set out in the Fitness and Probity standards issued by the Central Bank. This requires the company to complete prescribed due diligence to assess the appointee’s fitness and probity.

Equal Opportunities & Data Privacy Notice

Cornmarket is committed to building an inclusive workplace environment, We’re proud to be an equal opportunity employer, striving to create a welcoming environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identify or expression, marital status, membership of the Traveller Community, national origin, race, religion, sexual orientation.

We are also committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact our Talent Acquisition Team.