Retirement Benefits Coordinator
3 days ago
We deliver award-winning solutions that cater to the needs of financial advisers in the UK. Our services cover regulatory, platform, and investment areas, supporting advisers at every stage of their journey.
The Job
You will be part of a team providing exceptional customer service to ensure our clients' seamless experience from account opening to retirement income distribution.
Responsibilities
- Process new pension accounts and verify compliance with regulations and internal standards.
- Analyse and vet pension transfer documents, collaborating with third-party providers to facilitate transfers.
- Handle single client contributions and set up direct debit collections.
- Calculate and process pension retirement benefits.
- Maintain knowledge of pensions and platforms within the Financial Services industry.
Skills and Qualifications
- Experience in administration/processing in Financial Services is preferred.
- Familiarity with Personal Pension Administration is essential.
- Proficiency in Microsoft Office applications.
Annual Salary: £28,000 - £38,000
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