Pensions & Investment Associate - Peterborough, United Kingdom - Quai Digital

Description

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 completed 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)

Quai welcomes everyone and embraces diversity and equal opportunities for all. We are

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


Salary:
£22,000.00-£24,000.00 per year


Benefits:

• Company pension
• Free parking
• Onsite parking

Schedule:

• Monday to Friday

Experience:

• Administrative: 1 year (preferred)

Ability to Commute:

• Peterborough (required)

Ability to Relocate:

• Peterborough: Relocate before starting work (required)

Work Location:
In person