Retail Pensions Associates

6 days ago


Sutton, United Kingdom Dimensions Specialist Recruitment Full time

With the opportunity to split your week between working remotely and in the office when restrictions are lifted, we are working with a highly respected financial organisation, who are now seeking Pension Associates to join their Retail Pensions department.

This division is one of their fastest growing areas of the business and can offer further ongoing career opportunities as area grows further.

These particular roles will be responsible for facilitating benefit payments from customer’s pensions. This will include:

- Ensuring a timely, pro-active and high quality services to clients of the Retail SIPP including updates to procedures through close liaison with all departments within the business where necessary
- Making payments to customers from their pensions
- Ensuring you are up to date, be aware and abide by HMRC regulations and limits
- Keeping client facing teams aware of progress being made and dealing with an escalations
- Providing and collating information for regulatory reporting
- Ensuring appropriate escalation of issues to management e.g. those that have regulatory, reputational and financial risk

With a can do attitude and a proactive approach, your experience will have been gained within either pensions/benefits related environments or within a wider financial services support role, together excellent administrative and communication skills, coupledwith a strong attention to detail and a willingness to learn and develop.



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