Jobs

    Pension Administrator - Milton Keynes, United Kingdom - E-Fab Recruitment

    E-Fab Recruitment
    E-Fab Recruitment Milton Keynes, United Kingdom

    5 days ago

    Default job background
    Permanent, Full time
    Description

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

    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 or 8am - 4pm, Monday to Friday with one hour for lunch
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