Back to Job Search
  • Location: Henley on Thames, Oxfordshire, England, RG9 2AU
  • Salary: £27,000 - £29,000/year per year
  • Job Type:Permanent

Posted about 1 month ago

  • Sector: Office
  • Contact: Ally Ross
  • Contact Email:
  • Contact Phone: 01235 844 001
  • Start Date: ASAP
  • Expiry Date: 30 July 2021

​The Recruitment Group is hiring!

We are looking for a competent and experienced individual for a new role as a Pension & Investment Administrator based in Henley-on-Thames.

About the role:

As a Pension & Investment Administrator, your duties will be:

  • Overseeing and managing the day to day administration of clients as well as having the knowledge, expertise and capability to resolve more complex issues which will have been escalated

  • Provide an efficient and consistent administration service

  • Ensuring high and accurate standards of work at all times

  • To develop positive communication and working relationships

  • Processing of Pensions schemes for clients including transfers, surrenders, retirements, annuities and investment business including all client communications around these processes

  • Recognising potential instances of fraud and money laundering and, where agreed, reporting these instances to the Money Laundering Reporting Office

  • Liaising with clients and 3rd party companies

  • Ensuring that records are accurately updated and timely response is given

  • Assisting the Compliance Officer in identifying, investigating and rectifying rule breaches relating and assist in fulfilling any associated reporting requirements

  • Taking responsibility for checking other team members work and where necessary allocate checking to the team

About you:

  • Willingness to undertake study

  • Ability to manage own workload and work within a small team

  • Knowledge of business processes, standards, policies and procedures

  • Experience within the Financial Services Industry

  • Exceptional communication & organisational skills at all levels

  • Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume, Imago and Pulse dealing system

  • Relevant qualifications such as the CII FA1 or FA2 - advantageous

  • Sound understanding of the operation and application of Pension administration

  • Good working knowledge of the concepts of HMRC rules and practice, and the wider regulatory obligations

  • Be pro-actively working towards increasing their technical knowledge of all aspects of ISAs, Collectives and SIPPs and identify specific areas of weakness for further development

  • Experience within the Pensions Industry and especially with Money Purchase and SIPPs would be beneficial

  • Ability to work under pressure

The details:

This is a full time permanent role. Benefits include: Life assurance, dental cover, Company bonus based on their gross profit (not guaranteed), Phantom share scheme, holiday entitlement at 25 days plus bank holidays, cycle to work scheme, free on site parking

For more information and to apply, get in touch with Ally at our Abingdon branch or click 'Apply Now' to submit your application.

We wish you the best of luck in your job search!

If you would like to know how we will store and process your data, please visit us online at 'The Recruitment Group' to read our GDPR Data Protection Statement