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PPF Administration Team Member
2 months ago
We are seeking a highly skilled and experienced PPF Administrator to join our team at Broadstone. As a key member of our PPF Administration team, you will be responsible for providing exceptional client service and support to our PPF clients.
Key Responsibilities- Provide main point of contact for allocated PPF clients and ensure day-to-day administration services are provided to a high standard.
- Carry out routine administration services for other PPF clients as requested by Senior Administrators, Team Leaders, Pensions Manager, Pensions Director.
- Maintain membership records on the administration system, calculate benefits for members, and set up new members on the system.
- Sort and file client documentation, record PPF client events and time cost work undertaken for billing.
- Ensure all work that leaves the team is of a high standard and adhere to the Trust-Based Pensions Administration Procedures Manual, PPF technical guides and procedure notes.
- Attend PPF, Trustee meetings and other meetings as required, and keep under review all routine administration procedures carried out for PPF clients.
- Good communication skills, both verbal and written.
- Ability to work on own as well as a member of a team.
- Sound understanding of current pensions legislation.
- Highly numerate, accurate, and literate.
- Analytical and numerical ability – able to analyse, evaluate and interpret data.
- Ability to multi-task, prioritize workloads, and deal with urgent issues.
- Reliable, flexible, and able to manage own work within strict deadlines.
- Computer literacy, including familiarity with Microsoft Word, Excel, and PowerPoint.
- Educated to A level standard.
- Experience carrying out a similar role with a Third-Party Administrators or In-house occupational pension scheme.
- Studying towards APMI or similar PMI examinations.
- Previous or some working knowledge of PPF processes an advantage but not necessary.
- Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures.
- Achieve a good standard of ethical behaviour, do the right thing at all times.
- Comply with all relevant professional standards.
- Comply with the FCA's requirements in relation to the Senior Managers & Certification Regime, Treating Customers Fairly and the new Consumer Duty.