Financial Services Administrator

1 week ago

Liverpool, Liverpool, United Kingdom Barnett Waddingham Full time

Overview:
We are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance.

Each individual delivers on our shared values and our commitment to ensuring the highest levels of trust, integrity and quality.

SSAS stands for Small Self-Administered Scheme and is a type of UK occupational pension scheme.

As a SSAS administrator and trustee acting for thousands of clients for over 30 years, we have built up a huge amount of knowledge of pensions and experience in dealing with these schemes and the variety of investments that are held within them.


Full training will be provided and there will be an opportunity to study towards a professional qualification with full study support provided.

Hybrid working - initially this will be mainly office-based to allow time to settle in to the role, meet your team colleagues face to face etc but after this period, it is more likely that you will work on a hybrid basis sharing time between home and the office.


Responsibilities:

The purpose of this role is to carry out any administration tasks for clients as required by the Client Manager and ensure a high level of service is delivered

Typical tasks will include:

  • Inputting client details and data into the system, updating records as required
  • Drafting letters to clients
  • Speaking to clients on the telephone
  • Undertaking anti moneylaundering checks
  • Photocopying, scanning and filing
  • Dealing with SSAS post

About the person

  • You may already have experience working in a SIPP or SSAS administration role however, we will also consider applicants with some financial services experience or office experience
  • You will have a really strong eye for detail and be the sort of person who can spot spelling mistakes or errors this role is all about the detail and making sure the information you provide to the client or client manager is accurate and uptodate
  • We don't need you to be a maths genius but you should be numerate and confident with numbers be able to spot if a number looks wrong
  • You will confident with MS Office suite including Word, Excel and Outlook
  • You will have a desire to learn and absorb new information, asking questions and taking the initiative

Qualifications:
As a minimum, Maths and English at GCSE or equivalent at grade 5/C or higher

What's in it for you?:

Core & Flexible Benefits:

  • Competitive discretionary annual bonus
  • Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading
  • A generous pension scheme where we contribute 8% of your salary from day one of your employment
  • Employee Assistance Programme to support you and your family through any concerns or challenges you may experience
  • A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies
  • Fresh fruit, hot and cold drinks provided free of charge in all of our offices

Giving Something Back:

  • 1 paid volunteering day per year as a commitment to our Corporate Social Investment
  • Support your favourite charity with the "Give as You Earn" option
  • Matchfunding for individuals raising money for a recognised charity
  • Our corporate social investment programme is an integral part of what we do and is focused on ensuring that our overall impact is a positive one. We recognise that we have an impact that goes beyond our core activities.

Values:

our values are PRINCIPLED, RESPECT, QUALITY AND PARTNERSHIP - they are important to us and we want them to be important to you as well.


Wellbeing:

employee wellbeing has always been important to us and our approach is to create an environment where individuals will be engaged at work, successful in what they do and able to achieve their full potential, benefiting both their self and the business.

BW offer a great range of employee benefits as we believe it's important individuals are supported in making choices which are flexible enough to meet their needs and help support their wellness.


Your progression:

we offer career progression opportunities and a focus on training and professional development to provide you with the tools and skills to thrive.

We also offer study support for relevant professional or skills qualifications.

Other activities:

we have clubs, sporting events, social, cultural and belief groups across our offices if you'd like to join in and meet like-minded people.

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