Pensions Administrator
1 week ago
**About the company**:
Our client are an award-winning group of financial services and technology company, working with close to 20% of UK financial advisers and their clients.
The role would be within the Client Services department, is a full-time permanent position acting as the point of contact for client queries with regards to pensions and investments. The role will require both remote and office-based working; home basedfor 3 days per week and office based for 2 days per week.
**The annual package for this role is up £26k** which is inclusive of a monthly bonus but there are opportunities to make additional bonus. Great progression is also available.
**Key Responsibilities**:
- Checking new business submission fact finds against submission guides and liaising with advisers to gain clarification and fill in any gaps
- Checking CETV’s provided as part of the submission against required information list analysing their contents and sending the pension administrators information requests
- Chasing outstanding information requests by phone with advisers and pension administrators.
- Collating scheme responses and creating Pension Transfer Reports using external software.
- Formatting adviser responses into the fact find.
- Gathering all relevant documents for a Pension Transfer Specialist for them to analyse the case.
**Essential Criteria**
- Previous pensions experience
- Good standard of education
- Exceptional attention to detail
- High proficiency in IT
- Ability to work well under pressure and working towards tight deadlines
- Must be available to work in office when required
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