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
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
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!
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