New Business Administrator

6 months ago


Ramsbottom, United Kingdom Whitehall Group (UK) Limited Full time

**Whitehall Group**

Whitehall Group is a multi-award-winning provider of self-invested pension schemes, which are the most flexible type of pension scheme available in the UK, designed for business people and high net worth individuals. These pension schemes can invest in a very broad range of investment classes including direct purchase of commercial property, loans to client businesses and third parties, private equity, gold bullion, and many other investment asset types. They can also have multiple members and beneficiaries which makes them both complex and challenging to operate. We carry out the administration and trustee roles but are not financial advisers or fund managers.

We currently operate over 1,700 pension schemes with assets under administration in excess of £1 billion.

You will not be required to advise people relating to their pension schemes but it will be necessary to have a combination of interpersonal skills and financial knowledge to perform the role effectively.

**Your Functions Will Include**
- Setting up new schemes
- Liaising with HMRC, The Pensions Regulator and the Information Commissioner
- Carrying out The Pensions Regulator and Information Commissioners registration and direct debits
- Handling some scheme correspondence
- Preparing some deeds and pension scheme documentation
- Processing contributions and transfers-in
- Chasing pension transfers
- Chasing new business prospects
- Answering telephones
- Liaising with banks, insurance companies and investment providers
- Liaising with IFAs, accountants and other business introducers regarding their clients
- Performing some pension scheme administrative tasks which arise
- Updating the back office systems with information and ensuring accuracy of all records and files
- Updating the company website
- Maintaining the company’s social media presence
- Sending marketing mailshots
- Attending client/IFA meetings on the company premises
- Following procedures where relevant and provided
- Setting up new IFAs
- Reporting any operational risks to the Directors

**Your Functions May Include**
- Opening the post
- Sending the post
- Coordinating meetings for Directors
- Updating internal procedures when required
- Updating standard documents when required
- Greeting clients when they visit the company premises
- Any other work as requested by the Directors

Your role will be administrative in nature and involve setting up new pension schemes, handling pension scheme takeovers and requesting pension transfers.

You will update the company’s news feed on the website and maintain its social media presence.

It will be a part of your job to liaise with other organisations to ensure compliance with all legal and regulatory aspects of pension administration. Although you will be mainly office based in order to provide customer service you may be required to attend external presentations in order to keep up to date with pension and industry legislation if so required.

**Skill Requirements**

The following skills are important:

- Strong communication and interpersonal skills
- The ability to explain complex information clearly and simply
- Good administrative and computer skills
- Accuracy and attention to detail
- An organised approach
- Team working ability
- Customer focus and service skills
- Commercial awareness
- Working to deadlines

**Salary**: £22,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

**Education**:

- A-Level or equivalent (preferred)

**Experience**:

- Customer service: 1 year (preferred)
- Administrative experience: 1 year (preferred)

**Language**:

- English (preferred)

Licence/Certification:

- Driving Licence (preferred)

Ability to Commute:

- Ramsbottom (required)

Ability to Relocate:

- Ramsbottom: Relocate before starting work (required)

Work Location: In person


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