At Smart, our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world.

THE ROLE

The primary role is to provide telephone and email support to the Smart Adviser network, their client
base, and key employer accounts in their duties as Pension Scheme Administrator. Create and develop a
strong working relationship with Advisers and Employers, supporting their everyday needs in relation to
meeting their ongoing auto-enrolment obligations and broader pension requirements.
Proactively look to identify any additional support, education, and training requirements. Create
revenue via our Managed Service and Remediation options by looking for opportunities where clients
would benefit from our Managed Service and finally proactively identify areas where non-key accounts
require extra support to retain the business.

WHO WE ARE LOOKING FOR

Main Responsibilities will include;
● Represent Smart in the delivery of a service experience that stands out from the crowd.
● Effectively navigate the Smart Platform (adviser, employer, admin hub) to meet client and
adviser requirements.
● Assist with the set up of payroll software and submission of contributions
● Seek ongoing education and support through the identification of client issues.
● Delivering service and responding to day-to-day telephone and email enquiries within agreed
SLA timescales.
● Meeting personal performance targets
● Creating revenue by passing opportunities to our Managed Service team.
● Make proactive contact with non-key accounts to retain the business
● Outbound calls in order to correct technical or data issues from our Control Reporting
● Support other team members when and where necessary in order for SPMT to meet Service
Levels
● Achieve 5* Trust Pilot Reviews based on the service provided

Proficiency in pension administration and contact centre operations.
FA2 or similar accredited qualifications.
Reliability and Adaptability:
The ability to quickly adjust to changing circumstances, tasks, or priorities is essential. You should be
open to learning new things and taking on different responsibilities as needed.
Telephone & Written Skills:
Being able to communicate clearly, empathetically, and professionally over the phone.
Strong written communication skills are needed for emails, documentation, and workflows.
Good Interpersonal, Telephone, Written, and Problem-Solving Skills.
Effective communication and the ability to build rapport with colleagues, clients, and team members are
essential.
The capability to identify issues, analyse them, and propose practical solutions is crucial.
Understanding Clients' Needs to Create Bespoke Solutions if appropriate
Client-Centric Approach: The ability to actively listen to clients, understand their unique needs, and find
solutions that address their concerns.
2/4Continuous Learning:
A commitment to ongoing learning and professional development, including utilising training resources
provided by the company and external courses, for example, CII, CF1, FA2 etc
Working Well Within a Team and Providing Internal Training and Support:
Collaborative skills and a willingness to work effectively with colleagues to achieve common goals.
The ability to share knowledge and assist team members in their learning and development.
Attention to Detail:
The ability to maintain high levels of accuracy and thoroughness in administrative tasks.
Organisational Skills:
Effective time management and task prioritisation are important for delivering administrative services
efficiently.
Good skills in Microsoft Office applications
Excellent Understanding of the Smart Pension Admin Hub (CRM).
The ability to effectively use and navigate CRM systems and software to manage client relationships,
track interactions, and gather insights.
These soft skills are essential for success in the role and will enable the individual to excel in tasks
related to client management, administration, and team collaboration. Cultivating and demonstrating
these skills will contribute to effective performance and positive contributions to the organisation.

WHO WE ARE

We work in partnerships with governments and financial institutions in the UK and internationally. Our cloud-native digital platform is revolutionising how people around the world think about, and save for, their retirement.

At heart, we’re a financial technology business. What we do is all about innovation, and using the power of digital change to put the customer first. Our Engineers will tell you that working at Smart gives you the opportunity to play your part in developing world-class technological solutions, working with – and learning from – like-minded people.

You’ll also find that, across our business, our colleagues love Smart’s culture, and how what we do means better financial outcomes for savers. That feels worthwhile, and it means that what we do, collectively, goes way beyond the nine to five of a typical working day.

Don’t just take our word for it – you can see what our colleagues say about working at Smart on LinkedIn Life and Glassdoor.

BENEFITS

At Smart, one of the eight principles we work to is “We want happy and good people in our team”. We created a list of benefits that helps us achieve this goal:

• 25 days’ holiday per year, increasing with length of service.

• £500 annual training budget to spend on your professional development

• Extensive private healthcare, including dental, eyecare and EAP

• Enhanced sick leave (three months’ pay per year)

• Enhanced maternity and paternity (maternity – 6 months fully paid/paternity – 3 weeks fully paid)

• Death in service insurance cover

• Fully-paid five-week sabbatical after five years of employment

• In office wellbeing, such as manicures, massages and barbers. 

• Smart employees also enjoy a 50% discount on orders from our sister company Arena Flowers, Britain's most ethical florist. They offer unique hand-tied bouquets, luxury flowers, letterbox flowers, plants and gifts to spend on friends and loved ones or even for yourself.

We think Smart is an awesome place to work. If it sounds like somewhere you’d like to work, too, and if you’re ready to play your part in our continued success in the future, then naturally we’d love to meet you.