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Peterborough
Investment adviser
Pensions Administrator

Pensions Administrator

The One Group

Posted 4 days ago, valid for a month

Peterborough, Cambridgeshire PE7 3HH, England

Full Time

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Sonic Summary

The Pensions & Investment Associate role involves processing and checking product and investment administration while ensuring adherence to Service Level Agreements and delivering excellent customer service.
Candidates should have previous experience with retail financial products and strong communication skills to liaise with clients and team members effectively.
The position requires the ability to manage a busy mailbox, organize daily tasks, and provide feedback to team members, while also assisting in cross-training and documenting procedures.
A qualification in pension administration is desirable, along with a good working knowledge of Microsoft Office, particularly Excel, and a minimum of 2 years of relevant experience is preferred.
The salary for this position is competitive and commensurate with experience.

Reporting into one of two Operations Admin Team Leaders, it is the responsibility of the Pensions & Investment Associates to complete a multitude of varied processes for our clients whilst ensuring adherence to all Service Level Agreements and maintaining excellent attention to detail and customer service.

Main Activities:

· Processing and checking all aspects of product and investment administration

· Liaising with clients via email regarding their investor's accounts

· Ensuring that all tasks are completed within SLA

· Completion of all regular daily, weekly, and monthly tasks following a team checklist

· Help to manage a very busy mailbox with queries from clients, Independent Financial Advisers, and Product Providers

· Organisation of the daily post received and distributing of workload within the team

· Ensuring that all team members receive regular and relevant feedback following the checking of their work

· Assisting in the cross training of all team members

· Documenting new and reviewing existing procedures to ensure that they are always kept up to date and can be used as a training aid

· Evaluating current processes and proposing efficiencies to the Team Leader

· Providing assistance with internal projects and new client on boarding

· Completing ad hoc administration support for the Team Leader & Operations Manager

Knowledge, Skills, and Personality:

Previous experience and knowledge of retail financial products is highly desirable
Excellent communication skills (verbal and written) and the ability to liaise with employees across all levels
Ability to work within an extremely challenging and busy environment
Have a passion for providing excellent customer service to our clients and their investors
Highly organised, with the ability to prioritise workloads and have excellent attention to detail
Be flexible and a strong team player to collectively achieve deadlines
Have a positive and can do attitude
Diplomatic and professional at all times

Education, qualifications, and special training:

A qualification in pension administration is desirable
A good working knowledge of Microsoft Office, especially Excel
Maths and English GCSE Grade C or above (or equivalent)

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