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Pensions Specialist

eFinancial Careers
Job LocationGatwick
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Summary

  • Gatwick
  • Permanent
  • BBBH817411
  • May 27, 2022
  • £30k - £35k
Job Description Pension Administrator (DC/DB) West Sussex - home working available Salary to c£35000 pa + excellent benefits Pension AdministratorLocation: West Sussex (Remote) My client is an established and well-regarded IFA and Pensions company based in West Sussex. They are now looking to appoint an experienced pension administrator to join their team. The successful candidate will ideally either have DC and DB or SIPP Administrationexperience and a Wealth Management background will be advantageous. Job ObjectiveTo administer and manage Options Pensions business in accordance with regulatory requirements, agreed Service Levels, Company and Team Objectives. The Pensions Administrator role is at the heart of Options Pensions. As a Pensions Administrator you will ensure that all the transactions needed for our pension schemes are completed to the highest standards, within the service levels. You will deliver a serviceto our connections and clients that is second to none. The role requires diligence towards each and every activity and to follow procedures. Each Administrator will have a specific portfolio of clients that it will be their responsibility to administer by completing all the pension transactions, from new business set up, to investments, dealing with banking and pension contributions, retirementand death etc. (This is not the full list of transactions; only some examples to illustrate the breadth of knowledge needed). Key Responsibilities
  • Ensure that our customers are treated fairly and receive a fair and consistent service in line with the Companys policy.
  • Ensure clients receive regular and effective communication which is professional and delivered to the highest standards.
  • Maintain and develop good business relationships with internal and external customers.
  • Work in conjunction with the team to ensure all work is carried out to the highest quality, and within the service levels laid down.
  • Escalate any problems, mistakes, backlogs, or issues immediately to line manager.
  • Report any breaches or complaints immediately to line manager and to Compliance.
  • Where risks are identified, ensure these are documented and reported to the line manager and compliance
  • Take responsibility for individual tasks, and action them within the required timescales.
  • Achieve and maintain competence as required by the Companys Training and Competence Scheme.
  • Contribute to process reviews, constantly seeking ways to streamline and improve the way in which we deliver the service
  • Maintain good business relationships with internal and external customers.
  • Ensure all requests and work received from clients and IFAs are processed in line with laid down procedures, within regulatory timeframes and meet company service levels and standards and service level agreements.
Knowledge and Skills
  • Experience working in Financial Services.
  • Knowledge of pensions administration service
  • Knowledge and understanding of UK regulatory requirements.
  • Proficient in the use of Microsoft Office and Excel.
  • Proficient in the relevant pensions systems used
  • Good organisation skills and able to prioritise
  • Numerate
  • Good interpersonal and relationship management skills
  • Flexible and adaptable to changing priorities
  • Attention to detail
  • Team player
  • Excellence and quality in service delivery
  • Demonstrates innovation and added value towards customers needs
  • Results focused
  • Acting with accountability and integrity
  • Shows flexibility and commitment to continuous improvement
  • Team spirited, co-operating with and respecting colleagues
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative. BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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