Job Title: Pensions Administrator
Duration: Full Time, Permanent
Due to the size and nature of our clients team, at any time there are a variety of job roles we are recruiting for.
As an integral part of the team, the Pensions Administrator is responsible for ensuring delivery promises, performance and administrative support to all stakeholders is achieved to a high standard.
Main Job Tasks and Responsibilities
- Ensure dealings with all stakeholders are recorded & responded to accurately first time, delivering great customer service every time.
- Updating relevant computer, paper-based records and clients in accordance with firm policy and procedures.
- Ensuring all cases are progressed as efficiently as possible.
- Communicate confidently with all stakeholders via telephone, email, face to face and in writing.
- Gathering missing information by phone, letter, fax and email, complying with all regulatory, company guidance and procedures and ensuring a full audit trail is maintained.
- Escalate problems and cases to team leader/line manager.
- Be a point of reference on "simple" technical issues and non-standard cases.
- Conduct file audits and ensuring all compliance procedures and documentation adhered to without exception.
- Maintain and develop further technical knowledge within the team.
- Assist in more complex reviews when required.
- Accountable for own personal development.
- Navigating information-based systems, ensuring accurate records are created and maintained for new and existing customers, challenging and making corrections to errors.
- Ensuring compliance with FCA regulatory and legal frameworks, including data protection and client authentication guidelines.
- Filing/photocopying/scanning of documents to folders.
- General administrative support to IFAs and paraplanners as required.
Education and Experience
- Minimum of 5 GCSEs grade C (or equivalent) or above in English and Maths
- Proficient in MS Office [ideally office365], including Outlook, Excel and Word
- Excellent telephone manor
- Fantastic level of Written and Oral English skills
- Competent call handling skills
- Strong Time-management & organisational skills
- Proven/Solid track record of administration in the Financial Services sector [ideally Independent Financial Advisor or Insurance Company]
- Planning & Organising: Sets clearly defined objectives; plans tasks in advance; manages time effectively
- Delivering Results & Meeting Customer Expectations: Sets high standards for quality and quantity; works in a systematic, methodical way; consistently achieves tasks to deadline; demonstrates accountability
- Following instructions & Procedures: Appropriately follows instructions without unnecessarily challenging authority; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organisation and complies with FCA obligations
- Writing & Reporting: Writes clearly, succinctly and correctly; avoids unnecessary jargon or complicated language; writes in a well-structured and logical way; structures information to meet the needs of the audience
- Presenting & Communicating Information: Speaks clearly and fluently; expresses key information clearly; responds quickly to the needs of the audience
- Deciding & Initiating: Takes initiative; takes responsibility for actions; acts with confidence and works under own direction; initiates and generates activity
- Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunity; builds diverse teams
- Supporting & Co-operating: Demonstrates an interest in and understanding of others; adapts to the team and builds team spirit; listens, consults others and communicates proactively; supports and cares for others; develops and openly communicates self insight.
How to Apply
To apply for the Pensions Administrator role, please click apply and submit your most up to date CV.