Job Ref: 215904023

Date: 2022-02-25 15:07:28

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

DUTIES & RESPONSIBILITIES

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

– Responsible for their individual performance targets as well as contribution to team targets.

– Ensure that their customers are treated fairly and receive a 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 time frames and meet company service levels.

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

– Ensure invoicing is up to date for all schemes and ensure all fees are collected in a timely manner.

– 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 meetings, 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.

– Excellent accuracy and attention to detail.

QUALIFICATIONS

Minimum grades A-C in GCSE Maths & English or equivalent.

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

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