Fund Transitions Assistant Manager
7 days ago
Job Title/Location:
Fund Transitions Assistant Manager, Surrey & WFH
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Salary: £negotiable + average bonus of 12% (£4,800) + pension contribution to 13% (£5,200)
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Office/WFH: Average week 1 day office, 4 days WFH after an initial 4-8 week training period on-site
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Requirements: A Financial Services admin/operations background covering either pensions or investment/fund management and also strong MS Excel/numerical skills
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Role Snapshot: Working on scheme transition projects, moving large lump sums off of/into our clients platform
_Great opening for a Pensions or investment Administrator/Technician who wants to move into more of a project management post - each scheme transition is viewed as an independent project_
The Company/Dept:
This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business.
This team isresponsible for planning, overseeing and moving assets internally and externally to ensure that new pension schemes e.g.Stakeholder and Group Personal Pension Plans are established in agreed timescales as well as in respect to corporate actions for pre-existingschemes.
TheRole:
The Fund Transitions Assistant Manager should ensure that transitions & corporate action projects meet company quality, efficiency and product definitions.
Your focus will be to plan and execute transition projectson our clients platform with a view to minimise risk/costs.You will be responsible for all the services being delivered to the client during the transition and will co-ordinate with numerous departments as well as external stakeholders to ensure successfulproject delivery.
Key responsibilities will include:
- Interface with client and/or internal stakeholders to solve problems and resolve outstanding issues relating to plan administration or any company products/services.
- Assist client and project teams in understanding the transition process and company procedures.
- Establish and follow detailed procedures for the administration of the plan with all impacted areas
- Provide accurate and detailed pre
- transition reports.
- Interact with the appropriate members of Admin and Financial Operations to ensure that robust controls are established.
- Provide KPIs, project overviews and attend client calls to support Sales/Relationship teams.
Experience/Skills Required:
For this Fund Transitions Assistant Manager role, our client is looking for a Financial Services admin/operations background that would have covered either pensions or invesment/fund management.
You should alsohave solid MS Excel and numerical skills. Communication skills are important, as is the ability/confidence to work autonomously after training.Additional Information:
The salary is negotiable with an average bonus of around 12% (£4,800) and also a company pension contribution to 13% (£5,200).
There are a wide range of additional life/health benefits, free gym, free parking, subsidisedcanteens, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.
_The Fund Transitions Assistant Manager __
position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experiencein this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call DarrenSnell at any time._
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