Pension & Investment Administrator

1 week ago


Newcastle under Lyme, Staffordshire, United Kingdom Courtiers Full time

We are looking for a suitably experienced and qualified individual to join our Pension & Investment Administration team based in Newcastle-under-Lyme.


Main Purpose of the Role:

  • The role requires a competent and experienced individual who can oversee and manage the daytoday administration of clients as well as having the knowledge, expertise and capability to resolve more complex issues which will have been escalated.

Duties and Responsibilities:

  • To provide an efficient and consistent administration service to clients
  • Ensuring high and accurate standards of work at all times
  • Processing of Pensions schemes for clients including transfers, surrenders, retirements, annuities and investment business including all client communications around these processes, SIPP experience is a must
  • Develop positive communication and working relationships with both clients and internal departments
  • Identify and resolve problems that may arise with daytoday work issues in the department
  • The role requires a competent Administrator who can focus on the daytoday 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
  • Liaising with clients and 3rd party companies over the telephone and in writing
  • Provide support and technical expertise in delivering adhoc 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.
  • To take responsibility for checking other team members work and where necessary allocate checking to the team.
  • To monitor proposed and confirmed changes in legislation
  • Ensuring good audit trails on Adviser Office and Volume
  • Deal with all adhoc administration queries as requested by the Head of Pension & Investment Administration or one of the Pension & Investment Administration Managers.
  • To work closely with the Pension & Investment Administration Managers on all regulatory reporting as required.
  • Make the team manager and Head of Department aware of any issues and escalate where necessary
  • Maintaining and updating the Pension & Investment Administration procedures/manual
  • Contribute to corporate development and prosperity, assist other employees, and be involved with their training as required

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