Pensions Support Administrator

Recruiter
St. James's Place Wealth Management
Location
London (Greater)
Posted
15 Sep 2018
Closes
14 Oct 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Pensions Support Administrator

Location: Kingsway, London

Salary: Competitive plus additional benefits

Hours: Full time

An excellent opportunity has arisen for an experienced Pensions Support Administrator to join a highly successful Founding Partner Practice of St. James’s Place Wealth Management.

St. James’s Place Wealth Management plc (SJP) is a leading and highly regarded FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £90bn.

This Practice is well established and highly successful.

The Role – Pensions Support Administrator

You will be working with the Partner to provide a full and high level of technical and administrative support whilst maintaining an excellent level of customer service to clients.

The role involves completing a wide variety of administrative tasks associated with pension management including:

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Automatic fund transfers – completing and checking

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Fund switches – completing and checking

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Asset Preservation Trust / Individual Trusts

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Chasing outstanding items

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Preparing client ID forms

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Facilitating 5% withdrawal allowances

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All Income payments

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Information requests

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Phased Drawdown payments

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Tax free cash payments

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Withdrawals

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Lifetime allowance checks and calculations

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Obtaining concession requests from Head Office and other departments

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Scheme Pays calculations

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Additional Fund Designation

Additional responsibilities include gathering relevant information in order to prepare basic suitability letters, business submission using the St. James’s Place systems and subsequent pipeline management.

There will be an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice.

The Person – Pensions Support Administrator

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

The successful candidate will have the following attributes:

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Current experience of working within the financial services industry; possibly within an IFA business or a Wealth Management environment is essential

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Experience of dealing with pension administration and the associated queries that arise from doing so

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Industry qualifications – such as RO4 would be advantageous but is not essential

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The ability to balance conflicting demands in a calm and friendly manner

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Ability to work autonomously, remotely and within a team

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Precise attention to detail

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Excellent written and oral communication skills

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Comfortable with electronic data systems

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Experience in maintaining systems, processes and procedures

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Experience of Microsoft Outlook

You will have contact with clients so it is essential you are confident in dealing with third parties and can work with total discretion.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice

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