Senior Pensions and Investment Administrator

Henley-On-Thames, UK
27 Jul 2019
31 Jul 2019
Contract Type
Full Time
My Client a leading pension and investment Very successful Wealth Planning Firm, are actively looking to recruit a skilled Pensions and Investments Administrator to join the business. From a Financial Services background the successful applicant will be able to hit the ground running quickly and the salary of up to £30k plus Benefits will reflect this.

Main Purpose of the Role:

• To provide an efficient and consistent administration service to clients, ensuring high and accurate standards of work at all times.

• Develop positive communication and working relationships with both clients and internal advisers. Identify and resolve problems that may arise with day to day work issues in the department.

• You will, at all times, be operating under strict regulatory and legislative regulations and follow internal procedures and systems.

• The role requires a competent Administrator who can focus on the day to day administration, and will be expected to deal with all basic issues that arise, but also have the knowledge, expertise and capability to recognise more complex issues, which may need to be discussed and resolved in conjunction with compliance.

• To assist the Accounts and Dealing Team with the receipt of new funds and day to day Pulse Portfolio enquiries.

• To achieve our client objectives by utilising our own in-house retail investment products and investment funds.

Duties and Responsibilities:

• Application processing for all new business (ISA, Offshore and Collective schemes) for clients including transfers, surrenders, annuities, pension transfers and investment business including all client communications around these processes

• Set up client portfolios on dealing system (Pulse)

• Accurately record, update and respond to client and adviser queries whether via telephone, email or in writing. Facilitate good service delivery at all times

• Liaising with clients and 3rd party companies over the telephone and in writing

• Provide support and technical expertise in delivering ad-hoc client requests

• To recognize potential instances of fraud and money laundering and, where agreed, report these instances to the Money Laundering Reporting Officer

• To assist the Compliance Officer in identifying, investigating and rectifying rule breaches relating and assist in fulfilling any associated reporting requirements.

• Act as "mentor" to other administrators at time of new business acquisition

• Process regular and ad hoc pension contributions within Imago database

• Assist with preparing annual allowance statements for relevant clients

• Set reminders for and run regular GAD review calculations
• Preparation of SIPP review sheet and drawdown review illustration when requested by Advisers as part of client meeting pack

• To monitor proposed changes in legislation with particular relevance to the Companies SIPP products

• Ensuring good audit trails on Adviser Office and Volume

• Deal with all ad-hoc administration queries as requested by the Head of Pension & Investment Administration

• Maintaining and updating the Pension & Investment Administration procedures/manual

• Contribute to corporate development and prosperity, assist other staff and be involved with their training as required.

• To ensure the confidentiality of all work undertaken.

This is a fantastic opportunity for someone looking to develop themselves further with both Pensions and Investment Administration.

Similar jobs

Similar jobs