Pension Administrator
7 months ago
**Short Description**
This is a fast-paced role and you will contribute to the success of the wider business in a stimulating and friendly work environment with support for professional development and a competitive reward package. A minimum of two years’ experience working in financial services is required and previous experience working within pension administration would be desirable but not essential.
**Purpose**
To assist in the running of a well-established and growing pension team. This is a fast-paced role and you will contribute to the success of the wider business in a stimulating and friendly work environment with support for professional development and a competitive reward package.
A minimum of two years’ experience working in financial services is required and previous experience working within pension administration would be desirable but not essential.
**Key responsibilities**
- Onboarding and servicing of employees within company pension schemes
- Providing full financial planning advice to their clients
- Presentations to both corporate clients and employees
- Client meeting preparation: review all required paperwork prior to meetings
- Maintain accurate notes and records regarding client matters
- Ensure efficient use of technology and internal systems
- Proficiency in Microsoft Office, preferably experienced in Intelligent Office
- Ensure full compliance with business and regulatory requirements
- Demonstrates personal integrity and professional initiatives
- To identify and promote cross-selling opportunities with other departments
**Your key skills**
- To provide effective assistance and support for the Pension Admin team
- Preparation of plan schedules and benefit calculations
- Preparation of benefit payments
- Ensure accuracy and security of client data on company systems
- Liaise with other departments to ensure the smooth running of the team
- Ensure KYC received is in line with requirements
- Manage workflow diary
**Qualifications and experience**
Essential
- A minimum of 2 years experience working in financial services
Desirable
- Previous pension administration experience
**Salary**: £24,000.00-£28,000.00 per year
**Benefits**:
- Company pension
- Free parking
- Life insurance
- On-site parking
- Sick pay
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
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