Pension Administrator
6 days ago
About the Role:
Pension Administrator - Financial Services
As a Pension Administrator at EngineeringUK, you will be responsible for delivering a high level of customer service to ensure our clients experience a smooth journey from opening their pension account to exercising their options to take their retirement income. You will be part of a team of 12 administrators who will work collaboratively to achieve this goal.
Key Responsibilities:
- Opening New Pension Accounts: Ensure all regulatory and internal requirements have been met.
- Pension Transfer Documentation: Analyse and vet all pension transfer documentation and liaise with 3rd party pension providers to progress transfers.
- Client Contributions: Process single client contributions and set up direct debit collections.
- Pension Retirement Benefits: Process and calculate pension retirement benefits.
- Industry Knowledge: Gain and maintain a good understanding of pensions and platforms within the Financial Services market.
Requirements:
- Administration/Processing Experience: Ideally gained within Financial Services.
- Pension Administration: Experience and an understanding of Personal Pension Administration.
- Software Skills: Demonstrable experience of using Microsoft Outlook, Microsoft Word, and Microsoft Excel.
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