Pensions Agency Consultant

.

Job Title: Pensions Agency Consultant

Contract Type: Permanent

Location: Edinburgh

Working style: Hybrid 50% home/office based

A Pensions Agency Consultant will create and maintain Adviser Agency records for intermediaries distributing Royal London Intermediary products to our mutual clients. This includes making prompt remuneration payments and managing the debt recovery process. By embodying Royal London values and leveraging our strengths, we aim to provide first-class service to our Adviser Customers, contributing to Royal London becoming the most trusted and recommended provider. The consultant will ensure all administrative requests and enquiries from Adviser firms are handled accurately, safeguarding the integrity of our agency records. Additionally, they will conduct all necessary credit and validation checks and manage the debt recovery process in line with our established procedures.

About the role

• Perform validation checks and set up new adviser firm accounts after receiving completed applications and terms of business.
• Administer remuneration processing and manage the debt recovery process, ensuring prompt and accurate payments.
• Update adviser records accurately, perform necessary verification checks, and ensure all mandatory information is received before starting tasks.
• Deliver exceptional customer service to Adviser Firms, Sales Consultants, and Sales Leadership, collaborating with internal teams to achieve desired outcomes.
• Identify and rectify recurring issues to improve data quality and task processes, ensuring all errors are fixed promptly.

About you

• Be aware of risks in team tasks and controls to mitigate them.
• Perform daily activities in line with Group Policy Framework and department processes.
• Contribute to team meetings and decision-making. Maintain a positive and professional attitude. Build collaborative relationships across teams.
• Understand financial adviser firms and agency structures.
• Be aware of industry trends and product knowledge.
• Have basic knowledge of Microsoft Word, Excel, and Access.

About Royal London

We’re the UK’s largest mutual life, pensions, and investment company, offering protection, long-term savings and asset management products and services.   

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve. 

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits  

Inclusion, diversity and belonging. 

We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.