Pensions Administrator - Peterborough, United Kingdom - Quai Administration Services Limited

Description

About us
Quai Digital Limited is a small business in Peterborough with around 35 employees.

Although small, we support our employees with their professional development with a view to retaining our talent in house with internal progression where ever possible.

The working week is based in the office in Lynchwood, Peterborough, however we do support working from home as and when it's required.

We're a friendly team and love to socialise outside of work too. The office is smart casual and has a relaxed feel.


PENSIONS & INVESTMENT ASSOCIATE

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 com

- pleted 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)

Location & Hours
Quai Digital, 16 Tesla Court, Innovation Way, Peterborough, PE2 6FL

35 hours per week, Monday to Friday 9am to 5pm

Quai welcomes everyone and embraces diversity and equal opportunities for all. We're 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, Graduate


Salary:
Up to £24,000.00 per year


Benefits:

• Casual dress
• Company events
• Company pension
• Free parking
• Onsite parking
• Sick pay

Schedule:

• Holidays
• Monday to Friday
• No weekends

Supplemental pay types:

• Performance bonus

Ability to commute/relocate:

• Peterborough: reliably commute or plan to relocate before starting work (required)

Application question(s):

Work Location:
One location