Job Description

Duties:

• Processing for all new business (ISA, Offshore and Collective schemes) for clients including transfers, surrenders, annuities, pension transfers and investment business including all client communications around these processes
• Set up client portfolios on company dealing system
• Accurately record, update and respond to client and adviser queries whether via telephone, email or in writing. Facilitate good service delivery at all times
• Liaising with clients and 3rd party companies over the telephone and in writing
• Officer
• To assist the Compliance team in identifying, investigating and rectifying rule breaches
• Preparation of SIPP review sheet and drawdown review illustration when requested by Advisers as part of client meeting pack
• To monitor proposed changes in legislation with particular relevance to the compnays SIPP.
• Deal with all ad-hoc administration queries as requested by the Head of Pension & Investment Administration
• Contribute to corporate development

Required Knowledge, Skills, and Abilities

You will have previous experience working within a similar fast paced financial services environment Excellent communication, both written and verbal and attention to detail is essential to succeed Financial services qualifications would be a bonus.