Pension Administrator

• Liaising with the new business department and technical teams to ensure application information is accurate and complete
• Establishing new pension schemes in a timely and accurate manner
• Maintaining and recording client data and transactions
• Opening and operating client assets
• Corresponding with client's/IFA's and Investment Managers to deliver the highest level of service in a prompt and professional approach
• Processing benefit crystallisation events, calculations and process payroll
• HMRC reporting
• Updating and maintaining database records
• Generate standard correspondence with the help of your administrative assistants
• Completing reports and checking of third party information and due diligence
• Maintaining schedule of dates to process all administrative duties
• Logging copies of all correspondence with the help of your administrative assistants
• Supporting pension consultant and attending client meetings as required

• Ability to multi-task, planning plan own workload to meet business requirements and service level agreement
• Background working in financial Services
• Numerate, with good Microsoft Office skills
• Organisational skills and ability to delegate to junior members of staff
• Articulate, with ability to speak to high net worth individuals and senior level staff
• Good team player with excellent communication skills
• CII exams qualifications or the willingness to study towards certificate level

CII exams qualifications or the willingness to study towards certificate level

• 25 days of holiday (3 reserved for Christmas) plus flexible working hours
• 5% pension contribution
• Private health-care
• 4x salary death benefit
• Study Support