New Business and Cash Management Administrator

3 days ago


Bristol, United Kingdom Curtis Banks Full time

CASH MANAGEMENT ADMINISTRATOR
**BRISTOL**

2019
**The Role**
We are a leading provider and administrator of self-invested personal pensions (SIPPs), part of Curtis
Banks Ltd, based at Temple Quay, Bristol just a 5 minute walk from the railway station. Our employees
are a mix of all ages and there is a vibrant, fun culture that extends outside the workplace.

We offer a fantastic benefits package, including a generous pension scheme, flexible working, study
support to help develop your qualifications and early close on Fridays to name but a few. For more
details about us visit Curtisbanks.co.uk or find us on LinkedIn and Facebook.

Administrators provide an important role in the Cash Management team, supporting the whole
business, including Operational Teams, Account Managers, Senior Management and the Dundee office.

There are a range of important tasks in the operation of SIPPs which Administrators can handle which
include the identification of receipts, the management of direct debits, the identification and
processing of contributions and RAS claims and contact with 3rd parties, advisers and clients.
**You will**
Submit matched receipts to SIPP Pro, ensuring all receipts are matched in a timely manner

Create parent and child tasks within the Task Management System

Issue transaction notifications where required

Identify and process unassigned items; including 3rd party, adviser or client contact

Ensure all items on the “Health Check” reports are fully cleared down on a daily basis
Identify and process of pension scheme contributions

Deal with contribution refunds

Direct debit set up

Monitor High Balances where investment instructions are in place

Monitor schemes with low balances for fees and minimum cash holdings for the product

Cash sweeps

Process RAS claims - monthly and annual returns as required

Build good relationships with internal departments and stakeholders

Where relevant and appropriate, inform Account Managers and any other internal stakeholders of
specific matters or issues.

Ensure that internal deadlines are met, escalating to Senior Administrator or Team Leader any issues

Proactively identify risk within the department and escalates concerns to Team Leader.

Fulfil any other reasonable requirement of the department or Curtis Banks
*Skills and Experience

*
A sound and proven experience within pensions administration.

Fully understands the data conformance needs of each system and where key data is mastered.
*
*

Able to demonstrate exceptional information security control.

Able to demonstrate the ability to identify data anomalies and issues and correct them at source or
seek guidance as appropriate.

*Working for Curtis Banks has never been so rewarding

*
Everyone receives a generous salary, 26 days holidays and the opportunity to take part in our
fantastic Sharesave Scheme.

Amazing Pension contributions from the business of 8%

Benefits scheme that includes discounts from shops, gyms etc.

Cycle to Work scheme and many more

**2**

**Job Type**: Permanent

**Salary**: £23,000.00 per year



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