RecruitGibraltar are currently helping our client who is a very well established and successful financial services provider who has a great opportunity for a Pensions Administrator. This is a challenging role in a company going through an exciting growth phase and represents a great opportunity to progress your career.
What is the plan for the Pensions Administrator role?
To assist the pensions administration team with the processing of new business, pension transfers, and benefit calculations. Excellent communication skills will be required in order to deliver a first class customer service to financial advisers.
What will you do as a Pensions Administrator?
Processing new business using the back office system
Arranging transfers from ceding scheme providers
Preparing welcome packs
Administering pension products, maintaining and updating client details, answering queries by phone, letter, and email
Processing withdrawal forms and dealing instructions
Ensuring records are accurate and compliant with regulations
Maintenance of client data within the primary back office system
Assisting with financial transactions, completing payment requisition and obtaining appropriate back-up, as required
Dealing with ad hoc requests - phone, letter, and email
Scanning, filing, and linking documents
Keeping up-to-date with pension and tax laws
Meeting set targets, service level agreements, KYC, Due Diligence
What do you know that makes you a great Pensions Administrator?
Previous experience working in a financial services environment ideally within a pensionís team
Experience with: Establishing new clients, Money in and out administration, Carrying out investment instructions, Calculating retirement and death benefits
Must have keen attention to detail
Able to meet deadlines without compromising work quality
Organised and flexible in approach and able work under pressure
Educated to at least GCSE level specifically with passes in English and Maths
You will already live in the local area
Salary £18k - £25k based on experience with private healthcare.