Self-invested Administration Officer
2 weeks ago
Role Description:
To administer requests from customers and advisers on Self-Invested products, ensuring strong service levels and quality standards are maintained.
Reports to:
Self-Invested Administration Team Manager
Team Responsibilities:
Provide Pension Administration services to FNZ Clients, which can include General Servicing & Money Out transactions. In addition supporting advisers and bereaved family members throughout the bereavement process together with other Support activities.
Specific Role Responsibilities:
- Completion of daily allocated work and tasks, ensuring annual average productivity levels agreed are delivered.- Consistent achievement of agreed quality auditing standards and maintain process accreditation.- Ownership of personal development to enhance skills and experience.- All mandatory training courses taken and required pass mark achieved.- Suggest possible areas for process improvement which would result in an enhanced customer experience and/or cost savings to the company.- All processes and financial transactions dealt with in adherence to IFC, CASS and SYSC rules for both processing and authorising, where permitted.- Provide SIPP Administration Team cover as required to ensure FNZ client service agreements are delivered.
Performance Assessment:
- MI to demonstrate achievement of daily work item clearance and achievement of agreed productivity levels, reviewed in monthly one to one meeting with team manager.- MI to demonstrate achievement of agreed quality auditing level and maintaining process accreditation.- Mandatory training completed and passed by required date.- Breach MI to demonstrate process and financial transactions breaches do not exceed agreed levels.
Experience required:
- Excellent customer service skills.- Strong attention to detail.- Ability to manage your own time and deliver to deadline.- Ability to innovate and suggest improvements.
LI-CM1
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