Pension Administrator in SIPP

One of Milton Keynes based clients require a Pension Administrator to work within their SIPP team (Self Invested Personal Pensions).

DUTIES & RESPONSIBILITIES

The role holder will work as part of the administration team and fulfil a specific administration role which will be task oriented, carrying out clearly defined activities.

• Responsible for their individual performance targets as well as contribution to team targets.
• Ensure that their customers are treated fairly and receive a consistent service in line with the Company’s TCF policy.
• Take responsibility for individual tasks involved within the lifecycle of a SIPP, and action them within the required timescales.
• Maintain and develop good business relationships with internal and external customers.
• Ensure all clients / connections receive regular and effective communication which is professional and delivered to the highest standards.
• Ensure all requests and work received from clients and IFAs are processed in line with laid down procedures, within regulatory time frames and meet company service levels.
• Report any breaches or complaints immediately to the Client Services Supervisor.
• Ensure invoicing is up to date for all schemes and ensure all fees are collected in a timely manner.
• Work in conjunction with the team to ensure all work is carried out to the highest quality, and within the service levels laid down.
• Contribute positively to team meetings, ensuring a positive attitude at all times.

KEY SKILLS

Minimum of 1-2 years general administration experience (financial background desirable)

• Proficient in the use of Microsoft Office including Excel.
• Good organisation skills and able to prioritise.
• Numerate.
• Good communication skills both written & verbal.
• Excellent accuracy and attention to detail.

QUALIFICATIONS

Minimum grades A-C in GCSE Maths & English or equivalent.

Hours of work Monday to Friday, 9am - 5pm with one hour for lunch.