- To complete administrative tasks in accordance with agreed SLA’s
- Processing of tasks in accordance with agreed Procedures
- Own portfolio of key cases (member or property)
- Completion of Peer Checking of work/checklists
- Processing of New Sipp Applications
- Investments
- Disinvestments
- Transfers Out
- PCLS
- Income
- Annual Reviews
- Member Packs
- Paying scheme fees
- Contributions
- Customer Relationship Development with IFA’s and other key relationships, e.g solicitors, surveyors, banks, investment companies etc. by phone and email.
Pensions Administrator
Pertemps Scotland
Posted 7 hours ago, valid for a day
Glasgow, City of Glasgow G62 6EP, Scotland
Full Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
Sonic Summary
- An experienced Pensions Administrator is sought for a growing organization based in Glasgow City Centre.
- The role offers an excellent salary of up to £28k, depending on experience, along with flexitime and hybrid working options.
- Key responsibilities include completing administrative tasks, processing new SIPP applications, and managing a portfolio of key cases.
- Candidates should possess a sound working knowledge of operations processes, pensions knowledge, and experience with MS packages.
- A minimum of several years of relevant experience is required, along with the ability to mentor new staff and engage effectively with clients.