Pension Administrator - Isle of Man, United Kingdom - Shearwater Recruitment

Shearwater Recruitment
Shearwater Recruitment
Verified Company
Isle of Man, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Short Description

This is a fast-paced role and you will contribute to the success of the wider business in a stimulating and friendly work environment with support for professional development and a competitive reward package.

A minimum of two years' experience working in financial services is required and previous experience working within pension administration would be desirable but not essential.


Purpose
To assist in the running of a well-established and growing pension team.

This is a fast-paced role and you will contribute to the success of the wider business in a stimulating and friendly work environment with support for professional development and a competitive reward package.

A minimum of two years' experience working in financial services is required and previous experience working within pension administration would be desirable but not essential.


Key responsibilities

  • Onboarding and servicing of employees within company pension schemes
  • Providing full financial planning advice to their clients
  • Presentations to both corporate clients and employees
  • Client meeting preparation: review all required paperwork prior to meetings
  • Maintain accurate notes and records regarding client matters
  • Ensure efficient use of technology and internal systems
  • Proficiency in Microsoft Office, preferably experienced in Intelligent Office
  • Ensure full compliance with business and regulatory requirements
  • Demonstrates personal integrity and professional initiatives
  • To identify and promote crossselling opportunities with other departments

Your key skills

  • To provide effective assistance and support for the Pension Admin team
  • Preparation of plan schedules and benefit calculations
  • Preparation of benefit payments
  • Ensure accuracy and security of client data on company systems
  • Liaise with other departments to ensure the smooth running of the team
  • Ensure KYC received is in line with requirements
  • Manage workflow diary

Qualifications and experience
Essential

  • A minimum of 2 years experience working in financial services
Desirable

  • Previous pension administration experience

Salary:
£24,000.00-£28,000.00 per year


Benefits:


  • Company pension
  • Free parking
  • Life insurance
  • Onsite parking
  • Sick pay

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
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