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Pensions Administrator
4 months ago
Pensions Administrator (SIPP) Hybrid
Horsham
£26000 - £28000/annum + Excellent benefits
Pensions Administrator (SIPP)
Full time / Permanent
Helping advisers to look after their clients is at the centre of everything they do. My clients award-winning solutions, which includes the Fusion Wealth platform, support over 1600 advisers with £18 billion of assets under advice1
With a technology-led ecosystem of regulatory, platform, and investment services, and our own financial planning business, our approach is guided by delivering safety and security for customers and focused on positive client outcomes
They seeking an experienced Pensions administrator to join a small but growing team responsible for the management and administration of the Fusion Wealth SIPP, a core part of the Fusion Wealth platform offering.
The role is well suited to individuals who are self-starting, enthusiastic, willing to learn and happy to embrace change. The growth and diversity of the group means we can offer our people the opportunity to build their financial services careers acrossa much broader set of businesses than other pension firms.
We work with some of the most successful financial planning firms in the UK, bringing the power of technology to advice and wealth management.
What You'll Do
Your main responsibilities will include:
- Completing a range of administration functions within the pensions team including client onboarding, contribution processing and benefit payment
- Reviewing and managing data to ensure accuracy and completeness
- Dealing with ad hoc client and adviser administration issues, identifying and initiating action to ensure outstanding service
- Identifying areas for process improvement and working with management to prioritise and implement these
- Undergoing regular training on pension and associated processes to support multiple areas of the business
- Gaining and maintaining a good understanding of pensions and investment platforms supported by in house training and development
- Actively engaging with other team members to provide support and solve problems together.
The Knowledge, Experience and Qualifications You Need
- 5 GCSE’s including maths and English language plus 2 A Levels or equivalent
- Accurate with excellent attention to detail
- SIPP or DB/DC Experience
- Ability to work as part of a team and autonomously
- Good communication skills both written and oral
- Financial Services experience preferred, ideally with an understanding of personal pensions
- Confident user of Microsoft Outlook, Microsoft Word and Microsoft Excel
- Analytical and problem-solving capabilities
What You'll Be Like
- Self-starter, willing to learn
- Excellent time management and ability to prioritise work
- Confidence to ask questions and suggest process improvements
- Embraces change positively
- Able to work efficiently and accurately in a challenging, fact paced environment
Our benefits package includes:
- Holiday entitlement of 25 days + Bank holidays
- 1 paid day for volunteering
- Pension : Auto enrolment into Royal London GPPP. Default contribution is 4% employer/4% employee via salary sacrifice. Company will match contributions up to 5% Employees may contribute more than 5%, however employer contributions are capped at 5%.
- Private Medical Cover - Optional benefit. Current provider is AXA PPP and employees have single cover provided, and can opt to add partner/family cover at their cost.
- Death in Service - 4 x basic salary
- Critical Illness - 2 x basic salary
- Long Term Disability - 13 week qualifying period, 80% of basic salary
- Option to purchase up to an additional 5 days holiday
Interpersonnel is an equal opportunities employer. All our current vacancies are on our website
