Pensions & Investment Associate

2 weeks ago

Peterborough, United Kingdom Quai Digital Full time

Overall purpose of the job:
Reporting into one of two Operations Admin Team Leaders, it is the responsibility of the

Pensions & Investment Associates to complete a multitude of varied processes for our

clients whilst ensuring adherence to all Service Level Agreements and maintaining

excellent attention to detail and customer service.

Main Activities:

- Processing and checking all aspects of product and investment administration,

for SIPP, PP, ISA, GIA, LISA
- Ensuring that all tasks are completed within SLA
- Completion of all regular daily, weekly, and monthly tasks following a team

checklist
- Help to manage a very busy mailbox with queries from clients, Independent

Financial Advisers, and Product Providers
- Organisation of the daily post received and distributing of workload within the

team
- Ensuring that all team members receive regular and relevant feedback following

the checking of their work
- Assisting in the cross training of all team members
- Documenting new and reviewing existing procedures to ensure that they are

always kept up to date and can be used as a training aid
- Evaluating current processes and proposing efficiencies to the Team Leader
- Providing assistance with internal projects and new client on boarding
- Completing ad hoc administration support for the Team Leader & Operations

Manager

Knowledge, Skills, and Personality:

- Previous experience and knowledge of retail financial products (SIPP, ISA, GIA,

LISA) is highly desirable
- Excellent communication skills (verbal and written) and the ability to liaise with

employees across all levels
- Ability to work within an extremely challenging and busy environment
- Have a passion for providing excellent customer service to our clients and their

investors
- Highly organised, with the ability to prioritise workloads and have excellent

attention to detail
- Be flexible and a strong team player to collectively achieve deadlines
- Have a positive and can do attitude
- Diplomatic and professional at all times

Education, qualifications, and special training:

- A qualification in pension administration is desirable
- A good working knowledge of Microsoft Office, especially Excel
- Maths and English GCSE Grade C or above (or equivalent)

Quai welcomes everyone and embraces diversity and equal opportunities for all. We are

committed to creating an inclusive team with a variety of backgrounds, perspectives, and

skills. We celebrate difference and encourage everyone to be themselves at work

**Job Types**: Full-time, Permanent

**Salary**: £22,000.00-£24,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

**Experience**:

- Administrative: 1 year (preferred)

Ability to Commute:

- Peterborough (required)

Ability to Relocate:

- Peterborough: Relocate before starting work (required)

Work Location: In person

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