Job: Pension Administrator

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  • Title Pension Administrator
    Categories Latest Jobs in Gibraltar
    Salary ÂŁ18,000 – ÂŁ23,000
    Location Gibraltar
    Job Information

    Pension Administrator to assist the pension’s administration team with the processing of new business, pension transfers, and benefit calculations

    Key Responsibilities

    • Processing new business using the back office system
    • Arranging transfers from ceding scheme providers
    • Preparing welcome packs
    • Administering pension products, maintaining and updating client details, answering queries by phone, letter, and email
    • Processing withdrawal forms and dealing instructions
    • Ensuring records are accurate and compliant with regulations
    • Maintenance of client data within the primary back office system
    • Assisting with financial transactions, completing payment requisition and obtaining appropriate back-up, as required
    • Dealing with ad hoc requests – phone, letter, and email
    • Scanning, filing, and linking documents
    • Keeping up-to-date with pension and tax laws
    • Meeting set targets, service level agreements, KYC, Due Diligence

    Requirements for the role:

    Qualifications:

    • Educated to at least GCSE level specifically with passes in English and Maths
    • A level or equivalent qualification
    • Certificate in Pension Essentials or working towards

    Skills:

    • IT literate
    • Organisational and time management skills
    • Strong written and verbal communication skills
    • Strong interpersonal skills
    • Keen attention to detail
    • Analytical and problem solving skills
    • Strong influencing skills
    • Good decision making

    Knowledge:

    • Familiar with office productivity software including experience in using database systems
    • Tax Office (or HMRC) pensions requirements
    • Regulatory compliance procedures
    • Data Protection Act requirements
    • Anti-Money Laundering requirements
    • Financial Crime requirements

    Experience:

    • 2 years’ experience working in a financial services environment within a pension’s team:
      • Establishing new clients
      • Money in and out administration
      • Carrying out investment instructions
      • Calculating retirement and death benefits
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