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Pension Fund Specialist
2 months ago
We are seeking a highly skilled Pension Specialist to join our team at Schroders. As a Pension Specialist, you will play a crucial role in managing our pension services, ensuring compliance with industry standards, and delivering exceptional results for our clients.
Key Responsibilities:- Pension Account Setup and Management: Establish and maintain accurate pension accounts, ensuring seamless integration with our financial systems.
- Pension Transfer Coordination: Effectively vet and process pension transfer documentation, collaborating with various pension providers to ensure smooth transfer processes.
- Client Contribution Management: Manage client contributions, facilitate direct debit collections, and maintain accurate records.
- Pension Retirement Benefit Calculation: Accurately calculate and process pension retirement benefits, including reconciliations.
- Industry Knowledge and Compliance: Stay up-to-date with technical and scheme changes in the financial services market, ensuring our pension services remain compliant and effective.
- Platform Development: Develop a deep understanding of pensions and industry platforms, identifying opportunities for improvement and implementing solutions.
- Relevant Experience: Proven experience in administration or processing, preferably within the financial services industry.
- Personal Pension Administration: Familiarity with Personal Pension Administration and its applications.
- Technical Skills: Proficiency in Microsoft software, specifically Outlook, Word, and Excel.
Schroders is a globally active asset manager with a diverse client base and a commitment to delivering exceptional investment performance through active management. Our inclusive culture fosters diversity of thought, enabling us to make informed decisions and achieve our purpose. We are an equal opportunities employer, welcoming candidates from all backgrounds.
