Our Milton Keynes based client is looking to recruit a Pension Administrator to work within their SIPP team (Self Invested Pension Plan).
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.
Hours of work 9am - 5pm Monday to Friday with one hour for lunch.