Pension and Investment Administrator
1 week ago
Our client, a leader in the wealth management, work with high-net-worth individuals and companies across the UK and are a trusted and highly regarded business who have been established for over 30 years.
An opportunity for a Pension and Investment Administrator has arisen within their Newcastle-under-Lyme office, Staffordshire. The office is well established but due to the increasing growth of the business, they require further administration support withintheir Pension and Investment team.
The role requires a competent Administrator who can focus on the day-to-day 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 needto be discussed and resolved in conjunction with compliance.
**As a Pension & Investment Administrator, you will be responsible for**:
- Processing of Pensions schemes for clients including transfers, surrenders, retirements, annuities, and investment business
- Develop positive communication and working relationships with both clients and internal departments
- To assist the Compliance Officer in identifying, investigating, and rectifying rule breaches relating and assist in fulfilling any associated reporting requirements.
- Liaising with clients and 3rd party companies over the telephone and in writing
- To work closely with the Pension & Investment Administration Managers on all regulatory reporting as required.
**Skills and attributes required**:
- Ability to manage own workload and work within a small team
- Experience within the Financial Services Industry
- Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume, Imago and Pulse dealing system
- Experience within the Pensions Industry and especially with Money Purchase and SIPPs would be beneficial
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