Pensions Administrator - Horsham, United Kingdom - Clearline Recruitmentment Ltd

Clearline Recruitmentment Ltd

Verified Company

Horsham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Responsibilities

To promote and always work towards the company's policy of delivery of Client Best Interest outcomes
To always ensure adherence to the company suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy
To take responsibility for own performance and to identify personal development areas
That all advisers supply a full compliant file to the administration team before processing any new business
All clients must be entered onto the backoffice system
Submit pension and investments to providers online (via providers website) or by post
Chase providers on the progress of business in a timely and effective manner
Update clients progress of workflow
To prioritise workload to ensure deadlines are met
Chase client authorities with insurance companies
Ensure all documents held on client files are scanned to INVU or Intelligent Office
Issue documents to clients including post sales letters and plan schedules
Produce ongoing service reports for adviser's client meetings with all supporting documentation in a timely and effective manner
Ensure that all client's details that are signed up to an ongoing service are added to mailchimp to receive publications.

Qualifications and Experience

Essential:_
Previous experience as an administrator within the financial services industry, especially with Investments, Pensions e.g Personal, GPP or Occupational
Previous knowledge of the Insurance/Financial Services Industry is essential.
Good keyboard skills
Desirable:_

Life office administration

Pensions administration

UK Financial Services, regulation, and ethics

Financial services, regulation, and ethics

Personal Skills

Ability to work on own initiative as well as working effectively as part of a team; however, even more importantly is the willingness to adopt a flexible approach to the work undertaken.
Demonstrate commitment by regular attendance and efficient completion of all tasks allocated.
Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.
Maintain high standards of personal accountability.
Willingness to undertake training and progress personal development.
Good communication skills
Problem solving
Time Management
Up to date knowledge of financial services providers and products

Job Title:
Pensions Administrator

Location:
Horsham

Salary:
£29,000 per annum

Full Time
**For more information, please contact Jamie Woodward at Clearline Recruitment.