We have an exciting new opportunity for an experienced Pension Administrator to join my clients Central London team. They are looking for someone who is both numerate and logical, able to work well under pressure and be able to independently manage and organise a heavy workload.
What will you be doing?
- Facilitating the efficient processing of new and existing business
- Providing guidance to junior team members, and supporting senior team members
- Processing financial transactions and investments with minimal supervision
- Monitoring workflow to ensure high standards are maintained and deadlines are met
- Maintaining the internal CRM database and upkeeping transactional records.
- Undertaking mathematical calculations
- Proactively auditing and reviewing client files
- Liaising directly with clients and their financial advisors
What do you need?
- 1 – 2 years' relevant pension experience, working with SIPP or SSAS pensions
- A good core technical knowledge base, and general commercial understanding
- Excellent attention to detail and organisational skills
- A head for numbers and good initiative
- Ability to communicate clearly and a good telephone manner