New Business Administrator - Pensions

Options Resourcing Ltd
Haywards Heath
09 Mar 2018
18 Mar 2018
Contract Type
Full Time

Our client based in the heart of Haywards Heath is looking for a New Business Administrator to join the team in their fantastic and modern offices.

Salary £18k - £22k depending on experience and qualifications.

As a member of the New Business Team you will be responsible for the processing of new SIPP (Self Invested Personal Pension) applications and intermediary applications from new financial advisers within the company’s service level agreements (SLAs).


  • Ensure new SIPP applications meet our acceptance criteria
  • Liaise with financial advisers to request any information or documentation required to process applications received
  • Input application data onto our administration systems
  • Ensure that financial advisers are kept up to date with the progress of their clients’ applications
  • Request pension transfers and chasing these through to completion
  • Process new pension contributions
  • Process incoming pension transfers and contributions and applying these to the relevant clients’ SIPP accounts
  • Issue welcome packs and other documentation to clients and financial advisers
  • Ensure that all new application processing is completed within company SLA and highlighting to management where this is not the case
  • Respond to queries from clients and financial advisers about new applications
  • Process intermediary applications from new financial advisers
  • Assist with the maintenance of the New Business Teams email mailbox
  • Process incoming post
  • Answer and deal with incoming telephone calls within company SLA
  • Contribute towards the preparation of team management information
  • Identify and refer any new business trends and patterns to management
  • Support complaints investigation and resolution
  • Suggest improvements to – and assist the Process Team and Business Analyst with – the New Business Team procedures and processes
  • Assist with testing new system functionality as and when required
  • Complete other work as and when required in accordance with the needs of the business




  • GCSE (or equivalent) in Maths and English at grade C or above
  • Chartered Insurance Institute (CII) Certificate in Financial Services (or passed CF1 and working towards the Certificate in Financial Services)


  • Degree in a business or finance related subject

Specific Experience:


  • Demonstrable customer service experience
  • Experience of working in a regulated financial services environment
  • Experience of working in a data input role
  • Experience of adhering to policies and processes in a work based environment
  • Demonstrable experience of working to service level agreements and deadlines
  • Administration in a Financial Services environment
  • Excellent Microsoft Office skills
  • Strong/intermediate Excel skills


  • Robust knowledge of HMRC rules
  • Good knowledge of pension transfers
  • Knowledge of pension benefit rules
  • Knowledge of pension investments

Options Resourcing is acting as an employment agency in relation to this vacancy.

Due to the volume of applications we receive, we can only contact those who best suit the needs of our clients.

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