Retirement and Investment Operations Specialist

4 weeks ago


Glasgow, Glasgow City, United Kingdom Aviva Full time
Retirement and Investment Operations Specialist

Location: Hybrid Working Model

Starting salary ranges from £24,200 - £27,300 (based on experience, skills, and working hours). We also provide an option for a 40-hour contract with a higher salary potential of up to £31,200.

This position allows for a blend of in-office and remote work, requiring a minimum of two days per week in the office.

Job Overview:

We are seeking an individual with strong organizational, administrative, and customer service capabilities, who possesses or wishes to develop knowledge of Pension, ISA, and Investment Portfolio products. This role offers the chance to delve into the intricate nature of our offerings while gaining insights into the regulatory framework governing our Savings and Retirement sector, including compliance with HMRC and Financial Conduct Authority (FCA) standards.

Key Responsibilities:

As a Retirement and Investment Operations Specialist, your primary duties will include:
  • Processing customer and IFA requests received through various channels including post, email, and phone.
  • Maintaining high service levels within a structured environment while adhering to regulatory and client standards.
  • Engaging in communication with clients and colleagues to build strong relationships.
  • Identifying opportunities for process improvements and managing your workload effectively.

Required Skills and Experience:
  • Ability to thrive in a fast-paced environment while ensuring accuracy and attention to detail.
  • Strong verbal and written communication skills.
  • Proficiency in Microsoft applications, particularly Excel and OneNote.
  • Experience in the financial services sector is essential, with a solid understanding of Pension and Investment products.

What We Offer:

At Aviva, we are committed to investing in our employees. Our benefits include:
  • Generous pension contributions.
  • Competitive salary and comprehensive benefits package.
  • Performance-based bonus opportunities.
  • 25 days of annual leave plus bank holidays, with options to buy or sell additional days.
  • Discounts on Aviva products and other retailers.
  • Access to free Aviva shares through our Matching Share Plan.
  • Supportive policies including parental and carer's leave.
  • Flexible benefits tailored to your needs.
  • Opportunities for community involvement through paid volunteering days.
  • Wellbeing support and resources.

Inclusion at Aviva:

We embrace diversity and encourage applications from individuals with varied backgrounds and experiences. We are dedicated to creating an inclusive environment where everyone can thrive. If you meet the minimum criteria for the role, we will interview every disabled applicant who applies. We value your individuality and encourage you to bring your authentic self to work.

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