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Pension Administrator SIPP
Job Posted: 18 hours ago
Salary: £ 24,000 - 28,000 / Annum
Job Type: Permanent
Location: Milton Keynes, Buckinghamshire
Expire in: a month
Job Description
One of Milton Keynes based clients require a Pension Administrator to work within their SIPP team (Self Invested Personal Pensions).
DUTIES & RESPONSIBILITIES
The role holder will work as part of the administration team and fulfil a specific administration role which will be task oriented, carrying out clearly defined activities.
* Responsible for their individual performance targets as well as contribution to team targets.
* Ensure that their customers are treated fairly and receive a consistent service in line with the Company’s TCF policy.
* Take responsibility for individual tasks involved within the lifecycle of a SIPP, and action them within the required timescales.
* Maintain and develop good business relationships with internal and external customers.
* Ensure all clients / connections receive regular and effective communication which is professional and delivered to the highest standards.
* Ensure all requests and work received from clients and IFAs are processed in line with laid down procedures, within regulatory time frames and meet company service levels.
* Report any breaches or complaints immediately to the Client Services Supervisor.
* Ensure invoicing is up to date for all schemes and ensure all fees are collected in a timely manner.
* Work in conjunction with the team to ensure all work is carried out to the highest quality, and within the service levels laid down.
* Contribute positively to team meetings, ensuring a positive attitude at all times.
KEY SKILLS
Minimum of 1-2 years general administration experience (financial background desirable)
* Proficient in the use of Microsoft Office including Excel.
* Good organisation skills and able to prioritise.
* Numerate.
* Good communication skills both written & verbal.
* Excellent accuracy and attention to detail.
QUALIFICATIONS
Minimum grades A-C in GCSE Maths & English or equivalent.
Hours of work Monday to Friday, 9am - 5pm with one hour for lunchBefore You Apply
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