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Pensions Admin - Client Services
  • United Kingdom - Somerset - Bath -
2 years ago
£19000 - £23000 Per year
Administrator
Permanent,Full-time
Job Description

We are looking for looking for an experienced pensions administrator who may currently be working within a pension provider, platform or wealth management employer.

This role is situated within a key function of the Operations team where the team take huge pride in delivering a quality service within deadlines, acting efficiently at all times.

Team work is integral to the team and the results.

Within the client services team - duties will include

  • Providing excellent customer services to Adviser businesses and networks, dealing with all enquiries and requests in an efficient manner
  • Liaising with parties to chase outstanding documents
  • Daily banking of cheques, collating payments
  • Supporting on all adviser administration in a timely manner
  • Processing of new investments - working with accuracy and attention to detail at all times
  • Wider Business administration to include team meetings and ad-hoc project work
  • Supporting personal development, adhering to FCA guidelines and TCF principles

A wide range of benefits is available to include -

  • Professional study support
  • Discretionary bonus
  • Flexible working arrangements available on request
  • Cycle to work and 'TechScheme’
  • Private medical, income protection and group pension
  • A bespoke mentoring scheme and employee assistance package
  • Interest free season ticket loans
  • Gym membership

Required Knowledge, Skills, and Abilities
A background in Pensions administration is essential - knowledge or exposure to Model Portfolios, Defined pensions benefits and trading is advantageous though not essential.

Reference no: 19084

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