Investments & Pensions Specialist (Lovely Blue Chip Company)

Recruiter
Jenrick Commercial
Location
Cardiff (Caerdydd)
Posted
13 Apr 2018
Closes
20 Apr 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Investments & Pensions Specialist, Up to £38,000 + Strong Bonus and Benefits, Lovely Blue Chip Company based in the Cardiff area.

Background on the role:

Working for a new division of the group this department have grown from strength to strength hence why they are now looking for another Pensions Specialist to join the team. This role has a nice combination of Investments/Pensions, Analyst and stakeholder/client exposure so no two days ever look the same.

The role is split into a number of duties i.e.

Service Proposition
Analyse, project manage and own complex investment transaction processes and tasks, fully resolving and responding to customer enquiries of all levels within service agreements. Technical Expertise
Acquire, utilise and enhance your own technical expertise and development in product, systems, legislation and processes to the required level within the knowledge and skills matrix.

Business Process
Follow all business processes, by using approved guidance material, analysing feedback on effectiveness and appropriateness updating when necessary. Take ownership of resolving exceptions and identify process improvements, recommending system changes and enhancements in order to reduce our clients operational costs.

Customer Service and Relationship Management
Supervise and enhance professional working relationships with company and external Clients and advisors by supporting the Workplace DC Pensions proposition in line with treating customers fairly.

Technical Transactions & Communications
Take full responsibility for the servicing of accurate and timely transactions, comply with all regulatory and trustee regulations and ensure money-laundering requirements are met protecting company from the risk of financial loss or reputational damage.

Investments
Apply detailed knowledge of all funds pricing and mapping across different platforms and products. Use this knowledge of investment switching, blended funds and lifestyle profiles to reduce profit and loss actions occurring in box, during rework, allocation of contributions, claims and transfer projects where relevant to your team. Support other impacted teams and finance in this aim.

Data Analysis
Data Manipulation & defining requirements of Employers
Stakeholder Management

Engagements will be with:

Employers, Advisors, Corporate EBC's, Relationship and Implementation Managers, Operational Managers and Policyholders.Ideal Experience:

Pensions/Investments experience

Excellent Microsoft Excel /Access skills

Understanding and manipulation of fund spreadsheets

Ability to understand pension contribution cycles and key operating systems, including FPF and SOA

Ability to use SQL, Brite and QMF to drive MI reporting

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