Retirement Plan Administrator
4 weeks ago
Retirement Plan Administrator
About Schroders
Join our esteemed team at Schroders, where we are dedicated to providing exceptional solutions and services to financial advisers. Our mission is to empower advisers to enhance their operational efficiency, expand their businesses, and deliver optimal results for their clients. Additionally, we offer tailored financial guidance to families, assisting them in securing their financial futures and achieving peace of mind.
Role Overview
As a Retirement Plan Administrator, you will be an integral part of a proactive team focused on delivering outstanding customer service. Your role will encompass managing all facets of our clients' retirement accounts, from initial establishment to retirement strategy development. You will work in a collaborative environment, equipped with state-of-the-art technology and resources.
Key Responsibilities
- Establish and oversee retirement accounts while ensuring compliance with regulatory standards.
- Review and facilitate the processing of retirement transfer documentation in collaboration with external partners.
- Manage client contributions and coordinate payment collections effectively.
- Accurately calculate and administer retirement benefits.
- Coordinate income benefit disbursements utilizing our payroll systems.
- Provide comprehensive support and communication to clients regarding their retirement benefits.
- Uphold service level agreements and respond to client inquiries in a timely manner.
- Stay updated on industry developments and changes in financial services.
- Engage in team discussions and contribute constructive feedback.
- Enhance your knowledge of retirement plans and financial platforms.
- Ensure favorable client outcomes by adhering to established protocols.
Qualifications
- Previous experience in administration, ideally within the financial services sector.
- Familiarity with Personal Retirement Administration.
- Strong analytical and customer service capabilities.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Outlook, Word, and Excel.
- Able to work both independently and as part of a team.
- Detail-oriented with a commitment to accuracy in all tasks.
- Self-driven and eager to pursue continuous professional development.
- Effective time management and prioritization skills.
- Open to constructive feedback and suggestions for process enhancements.
- Adaptable to changes in a dynamic work environment.
- Committed to personal and professional advancement.
- Respectful and attentive to the needs and concerns of clients.
Commitment to Diversity and Inclusion
At Schroders, we value a diverse workforce as it enriches our decision-making processes and leads to superior outcomes for our clients. We are an equal opportunity employer, welcoming individuals from all backgrounds and appreciating their unique perspectives and experiences.
-
Administrative Assistant/Office Coordinator
1 week ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeA successful and well-established multi-branch financial services company is seeking an experienced Administrative Assistant to join their team as an Office Coordinator. The ideal candidate will have a background in administration and office management, with a strong focus on providing exceptional customer service.The Office Coordinator will be responsible...
-
Pensions Administrator
5 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Pensions Administrator to join our team at Schroders. As a Pensions Administrator, you will play a critical role in ensuring the smooth operation of our pension administration services.Key ResponsibilitiesSet up new pension accounts and ensure compliance with regulatory standards.Vet pension...
-
Pensions Administrator
5 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled and experienced Pensions Administrator to join our team at Schroders. As a Pensions Administrator, you will play a critical role in ensuring the smooth operation of our pension administration services.Key ResponsibilitiesSet up new pension accounts and ensure compliance with regulatory standards.Vet pension...
-
Pensions Administrator
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleSchroders is seeking a highly skilled Pensions Administrator to join our team. As a key member of our pension administration team, you will be responsible for ensuring the smooth operation of our pension services.Key ResponsibilitiesSet up new pension accounts and ensure compliance with regulatory standards.Vet pension transfer documentation...
-
Pensions Administrator
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleSchroders is seeking a highly skilled Pensions Administrator to join our team. As a key member of our pension administration team, you will be responsible for ensuring the smooth operation of our pension services.Key ResponsibilitiesSet up new pension accounts and ensure compliance with regulatory standards.Vet pension transfer documentation...
-
Wealth Planning Support Specialist
5 days ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeFinancial Planning AdministratorWe are seeking a skilled and detail-oriented Financial Planning Administrator to join our team at Schroders Recruitment. As a key member of our client-facing teams, your primary responsibility will be to provide administrative support to our financial planning advisers.About Schroders RecruitmentWe are a leading recruitment...
-
Wealth Planning Support Specialist
6 days ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeFinancial Planning AdministratorWe are seeking a skilled and detail-oriented Financial Planning Administrator to join our team at Schroders Recruitment. As a key member of our client-facing teams, your primary responsibility will be to provide administrative support to our financial planning advisers.About Schroders RecruitmentWe are a leading recruitment...
-
Wealth Planning Support Specialist
5 days ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeFinancial Planning AdministratorWe are seeking a skilled and detail-oriented Financial Planning Administrator to join our team at Schroders Recruitment. As a key member of our client-facing team, your primary responsibility will be to provide administrative support to our financial planning advisers in all aspects of their advice process.Key...
-
Wealth Planning Support Specialist
5 days ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeFinancial Planning AdministratorWe are seeking a skilled and detail-oriented Financial Planning Administrator to join our team at Schroders Recruitment. As a key member of our client-facing team, your primary responsibility will be to provide administrative support to our financial planning advisers in all aspects of their advice process.Key...
-
Wealth Planning Client Support Specialist
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a skilled and detail-oriented individual to join our team as a Wealth Planning Client Support Administrator. As a key member of our client-facing teams, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Client Support Specialist
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a skilled and detail-oriented individual to join our team as a Wealth Planning Client Support Administrator. As a key member of our client-facing teams, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial...
-
Wealth Planning Support Specialist
1 day ago
Horsham, West Sussex, United Kingdom Schroders Full time{"title": "Client Support Coordinator", "content": "About the RoleWe are seeking a skilled Client Support Coordinator to provide administrative support to our financial planning advisers in all aspects of their advice process.Your primary responsibility will be to provide administrative support to our financial planners, including tasks such as data entry,...
-
Wealth Planning Support Specialist
2 days ago
Horsham, West Sussex, United Kingdom Schroders Full time{"title": "Client Support Coordinator", "content": "About the RoleWe are seeking a skilled Client Support Coordinator to provide administrative support to our financial planning advisers in all aspects of their advice process.Your primary responsibility will be to provide administrative support to our financial planners, including tasks such as data entry,...
-
Wealth Planning Client Support Specialist
5 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a skilled and detail-oriented individual to join our team as a Client Support Administrator. As a key member of our client-facing teams, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial planning...
-
Wealth Planning Client Support Specialist
5 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a skilled and detail-oriented individual to join our team as a Client Support Administrator. As a key member of our client-facing teams, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial planning...
-
Financial Planning Specialist
1 week ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled and experienced Financial Planning Specialist to join its expanding Advice team.The ideal candidate will have a strong background in financial planning and investment advice, with a proven track record of delivering high-quality services to clients.Key ResponsibilitiesClient Acquisition and...
-
Financial Planning Specialist
3 days ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled Financial Planning Specialist to join its expanding Advice team. As a key member of the team, you will be responsible for providing expert financial planning and investment advice to new and existing clients of the firm.Key ResponsibilitiesClient Acquisition and Retention: Cultivate and maintain...
-
Financial Planning Specialist
3 days ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled Financial Planning Specialist to join its expanding Advice team. As a key member of the team, you will be responsible for providing expert financial planning and investment advice to new and existing clients of the firm.Key ResponsibilitiesClient Acquisition and Retention: Cultivate and maintain...
-
Financial Planning Specialist
13 hours ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time{"h1": "Independent Financial Advisor Opportunity", "p": "At Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding Advice team. As a key member of our team, you will be responsible for providing financial planning and investment advice to new and existing clients of our firm.Key Responsibilities:* Provide...
-
Financial Planning Specialist
15 hours ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time{"h1": "Independent Financial Advisor Opportunity", "p": "At Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding Advice team. As a key member of our team, you will be responsible for providing financial planning and investment advice to new and existing clients of our firm.Key Responsibilities:* Provide...
