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Contract: Fixed Term (12 months) Recruitment Partner: Lizzy Parfitt About the role We are an in-house pensions department who is seeking an experienced defined benefit pensions administrator, who has worked for either an in-house pension administrator and/or a third-party administrator. You will report to the defined benefit Team Leader within a team of 6 other pension administrators at varying levels. The team deals with all the aspects of pension scheme administration in a fast pace atmosphere.You will: Carry out calculations in all scenarios of member events i.e. retirements, transfer outs and deaths.Collate responses to assess if further information or action is needed.Respond to members and taking action to improve the member experience.Update member details via the Schemes UPM system and the ability to record all actions.Communicate to members and third parties via letter, telephone and email. Hybrid working:We currently operate a fixed hybrid working approach for Support Office team members with a mix of remote and office-based working. Our set office days are Tuesday, Wednesday and Thursday with team members able to work remotely on Mondays and Fridays. What you'll need to have Passionate about pensions administrationA minimum of 2 years defined benefit pension administration experienceCompetent with IT systemsStrong numeracy and literacy skillsTime management skills and the ability to organise and prioritise own work loads. It would be great if you also have Experience of using UPM Our benefits Boots Retirement Savings PlanEnhanced maternity/paternity/adoption leave payDiscretionary annual bonusGenerous employee discountsFlexible benefits scheme including discounted gym membership, life assurance, activity passes, holiday buying and much more. We have a great range of benefits in addition to the above that go beyond salary and offer flexibility to suit you; click here to view our full list of company benefits (all rewards and benefits are subject to change and eligibility). Please note, any salary estimates given on third-party sites are not provided or endorsed by Boots and may not be accurate. Why Boots We're always looking for people who care; people who go the extra mile to change things for the better. You'll be joining a company that is evolving and always looking to improve. We foster a working environment where consideration and inclusivity help everyone to be themselves and reach their full potential. We are proud to be an equal opportunity employer, passionate about embracing the diversity of our colleagues and providing a positive and inclusive working environment for all. As the heart of everything we do at Boots, it's with you, we can change for the better. To find out more about life and careers at Boots, click here. What's next If your application is successful, our recruitment team will be in touch to arrange an interview and to answer any initial questions you have. If you have not been successful on this occasion you will be notified by email.We are always open to discussing possible flexible working options and what this may look like for you, including job share and reduced hours. If you require additional support as part of the application and interview process, we are happy to provide reasonable adjustments to help you to be at your best.
About the Company: Our client, a well-established Independent Financial Advisory (IFA) firm based in Nottingham, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services. The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment. Job Description: We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator. This role is integral to the delivery of exceptional advice services by the Advisers to their valued clients. The office environment is busy and dynamic, requiring someone who can thrive under pressure and adapt to changing requirements. The successful candidate will need strong communication skills, meticulous attention to detail, and the ability to work efficiently within agreed timescales. Key Responsibilities: Collaborate closely with Advisers on all aspects of their client work. Process client business and interact with various pension and investment product providers. Prepare for client meetings for the Advisers. Work with product providers on changes to clients' policies. Manage diaries and schedules. Welcome and assist clients and visitors to the office. Answer telephone calls and direct them accordingly. Open, scan, and distribute mail. Maintain and update client records, back-office systems, and shared folders. Prepare first meeting packs. Prepare mandates for signing, send signed copies to providers, monitor receipt of information, and prepare checklists if required. Conduct verification checks (AML & Financial Sanctions) and complete enhanced due diligence if needed. Send Attitude to Risk Questionnaire links to clients ahead of annual review meetings. Prepare annual review meeting documents for the Adviser. Assist the Adviser with post-client review meeting reports. Work with paraplanners to assist in drafting Suitability Reports for clients. Provide new business support as needed. Generate fee invoices using the company's systems. Requirements : Previous experience in an administrative role within financial services. Strong knowledge of MS Office (Word, Excel, PowerPoint, and SharePoint). Knowledge of IO is desirable. Excellent organisational skills and attention to detail. Good numeracy skills. Proven ability to meet tight deadlines with minimal supervision. Excellent interpersonal and communication skills, with the ability to liaise with all levels of personnel.