Trainee Operations Administrator Apprenticeship - Leeds, United Kingdom - Interactive Investor

Interactive Investor

Verified Company

Leeds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

WHO WE ARE:

interactive investor is an award-winning investment platform that puts its customers in control of their financial future.

We've been helping investors for over 25 years. We've seen market highs and lows and been resilient throughout.

We're now the UK's number one flat-fee investment platform, with assets under administration approaching £55 billion and over 400,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs, and investments. We offer a wide choice of over 40,000 UK and international investment options, including shares, funds, trusts and ETFs.

We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.

WHAT WE STAND FOR:

It's simplewe want our customers to feel confident and in control, for interactive investor to go from strength to strength, and for ii to be a workplace where we can all thrive.

Our customer-driven approach and bold values sit at the heart of this. We are honest, straight-talking, and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver.

We are ambitious and passionate about what we believe is right for our customers, our teams, ourselves, and interactive investor.

ABOUT THE ROLE:

The purpose of the Trainee Operations Administrator role is to provide support when running a pension plan.

This entry-level role is critical in managing the effective processing of day-to-day tasks within the Pensions team, from cradle to grave.

This includes understanding of the rules of who can have a pension, the contribution limits, retirement options, what happens at Age 75, and the sensitive issues of divorce and death benefits.

You will also gain an understanding of how these processes fit in to day-to-day administration tasks, ensuring accurate adherence to the department policies, procedures and regulatory responsibilities.

This role will also include building good relationships with both internal departments and external stakeholders.

As a Trainee Operations Administrator, you will be supported by our Senior Administrators and will be responsible for managing your own workload.

You will also gain an understanding of the principles of Treating Customers Fairly and Financial Conduct Authority (FCA) rules such as Client Assets Sourcebook (CASS) rules.

KEY RESPONSIBILITIES/WHAT YOU'LL DO:

Provide outstanding customer service to meet the requirements of both internal and external customers in line with organisation standards and service level agreements (SLAs)
Resolve Pension queries and requests timely and accurately, using templated communication, and referring to departmental procedures, and product knowledge
Ensure communications are accurate, and compliant with GDPR, HMRC regulations and that complex technical issue are explained in clear not technical language
Responsible for the processing of all departmental administration tasks, with a high degree of accuracy
Recognise and escalate any unresolved issues or potential problems/complaints to the Senior Administrators providing them with sufficient information to investigate the issue
Process contributions in line with procedures and regulations and process data in accordance with GDPR
Process benefits and calculate Lifetime allowance usage as per the scheme rules
Monitor personal performance and workload in accordance with SLAs. Ensure cases are followed on a timely basis and issues identified and resolved quickly, especially where there is a risk of financial detriment to the customer and/or business
Undertake, under supervision, elements of specialised technical and administrative processes and procedures that require interpretation and judgement in accordance with the regulations and business policy
Continually and appropriately challenge policy, processes, and procedures, recommending improvements to increase efficiency and improve quality
Be part of the departmental telephone query team to support all queries and requests from internal customers, making external calls to customers as required
Work as part of a team, supporting colleagues and promoting a positive work environment and team spirit
Confident in delivering an efficient, consistent, and highquality service to our customers at every interaction
Maintain the organisation's first line of defence by ensuring individual adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance

Salary:
£26,500

Assessment centre dates:
April 2024

Start date:
Monday 2nd September 2024

ABOUT THE APPRENTICESHIP:

As a Trainee Operations Administrator, you will develop the technical knowledge plus the professional skills and behaviours to work within our exciting and fast-paced Pensions team, gaining valuable work experience plus ac