![Curtis Banks](https://media.trabajo.org/img/noimg.jpg)
Assistant Administrator
1 week ago
JOB DESCRIPTION
2023
About Curtis Banks
We are a leading provider and administrator of self-invested personal pensions (SIPPs), part of Curtis
Banks Group PLC. Our office in Ipswich is based in Princes Street, just a 5 minute walk from the railway
station. Our employees are a mix of all ages and we have a vibrant, fun culture that extends outside
the workplace.
We offer a fantastic benefits package, including a generous pension scheme, flexible working, study
support to help develop your qualifications and early close on Fridays to name but a few. For more
details about us visit or find us on LinkedIn and Facebook.
Job title:
Assistant Administrator Version date: 2023
£21,000
Full/Part Time:
Full Time Salary range:
Business area:
Operations Department Job family: Customer Service
Head of SIPP Operations /
Reporting to:
Location Ipswich
Head of Operations Services
Purpose
This role within our Operations department will be required to perform a range of
administrative tasks within the team.
and be a team player.
Responsibilities:
- Interact with customers via both telephone and in writing, politely and efficiently in order to
relations
- Respond to customer enquiries via both telephone and in writing, ensuring that the enquiry is fully
- To ensure a high level of quality and accuracy is maintained, delivering excellent service for all of
- Undertake and perform a range of straight forward transactions associated with customers such
- Complete customer based information and feedback (e.g. letters, paper files) such that customer
- Generate standard correspondence relating to customer queries and ensure that these are
all activity in the role is fully compliant with requirements.
**- Identify and recommend improvements to current working practices within own team.
- Responding to day to day compliance queries from the department.
- Undertake preliminary assessments of information, documents and requirements including sourcing
delegated level of authority.
Qualifications
- 5 GCSE's (or equivalent at grades A-C (or equivalent) to include English and Maths (essential)
- To obtain the Life and Pensions Foundation Certificate (or equivalent) within months.
Knowledge
- Basic knowledge and understanding of industry and regulatory requirements. (Desirable)
- Basic systems navigation skills (including Microsoft packages). (Essential)
- Basic understanding of the customer lifecycle. (Desirable)
- Knowledge of operational functions and processes. (Desirable)
Skills and Experience
- Ability to communicate effectively both verbally and in writing. (Essential)
- Good people and interpersonal skills to build up effective relationships at all levels internally and
- externally. (Essential)
- Ability to plan own workload to meet business requirements and service level agreements.
- (Desirable)
- Ability to work well and keep calm under pressure. (Essential)
- Ability to understand the needs of our customers and be focused around customer outcomes.
- (Essential)
- Relevant work experience. (Desirable)
Consumer Duty
The FCA requires that "a firm must act to deliver good outcomes for retail customers". At Curtis Banks
we act in good faith and avoid foreseeable harm toward our retail customers. We enable and support
our customers to pursue their financial objectives.
We ensure our products and services are fit for purpose. We ensure the price & value is fair. We equip
our customers to make effective decisions through our clear communications. We provide a helpful
customer service that is responsive and accessible.
You play an important part in helping us deliver good outcomes to our customers by:
- Ensuring that you fully understand what Consumer Duty is and how it applies to your role at Curtis
- Always acting to deliver good outcomes for all of our customers
- Always doing your utmost to avoid foreseeable harm and safeguard vulnerable customers
Working for Curtis Banks has never been so rewarding:
- Everyone receives a generous salary, fantastic holiday benefits and the opportunity to take part in
- our Sharesave Scheme.
- Amazing Pension contributions from the business
- Length of service Awards
- Benefits scheme that includes discounts from shops, gyms etc.
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