Job Ref: 215469963

Date: 2022-01-04 17:39:47

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Our Milton Keynes based client is looking to recruit a Pension Administrator to work within their SIPP team (Self Invested Pension Plan).

JOB PURPOSE

DUTIES & RESPONSIBILITIES

The role holder will work as part of an administration team and fulfil a specific administration role which will be task oriented, carrying out clearly defined activities.

Responsible for their individual performance targets and contribution to team performance targets.

Ensure that their customers are treated fairly and receive a fair and consistent service in line with the Company’s TCF policy.

Take responsibility for individual tasks involved within the lifecycle of a SIPP, and action them within the required timescales.

Maintain and develop good business relationships with internal and external customers.

Ensure all clients / connections receive regular and effective communication which is professional and delivered to the highest standards.

Ensure all requests and work received from clients and IFAs are processed in line with laid down procedures, within regulatory timeframes and meet company service levels.

Report any breaches or complaints immediately to the Client Services Supervisor.

Where risks are identified, ensure these are documented and reported to the Client Services Supervisor.

Escalate any problems, mistakes, backlogs or issues immediately to the Client Services Supervisor.

Ensuring all invoicing is up to date for all schemes and ensuring all fees are collected in a timely manner.

Take responsibility for own development achievement of Performance Appraisal objectives.

Contribute to process reviews, constantly seeking ways to streamline and improve the way in which we deliver the service.

Work in conjunction with the team to ensure all work is carried out to the highest quality, and within the service levels laid down.

Contribute positively to team meeting ensuring a positive attitude at all times.

KEY SKILLS

Minimum of 1-2 years general administration experience (financial background desirable)
Proficient in the use of Microsoft Office including Excel
Good organisation skills and able to prioritise
Numerate
Good communication skills both written & verbal
Good accuracy skills and attention to detail

KEY CHARACTERISTICS

Demonstrates innovation and added value towards customer's needs
Excellence and quality in service delivery
Acting with accountability and integrity
Shows flexibility and commitment to continuous improvement

QUALIFICATIONS

Minimum grades A-C in GCSE Maths & English

Hours of work 9am – 5pm, Monday to Friday with an hour for lunch

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