Senior Pension Administrator

We are looking on behalf of our client, a well established financial services company in Gibraltar, for a Senior Pension Administrator with QROPS knowledge.

Duties will include and are not limited to:

Authorisations and Controls

• Perform the duties of a Level B signatory, including first checks, documentation preparation, and co-signing with a Level A authoriser.
• Act as a Level B EQ authoriser by carrying out initial checks on payment requests and releasing payments alongside a Level A authoriser.
• Follow established checklists to ensure accuracy, compliance, and adherence to procedures.

Pension Administration

• Handle administrative tasks relating to pension benefits, including more complex cases.
• Respond to member queries and manage more detailed administrative requests.
• Act as the first point of contact for complaints, preparing responses for approval by management.
• Assist with income payment processing and support HMRC and GITO reporting.
• Help process member payment requests, including performing security calls to confirm bank details.
• Process and submit withdrawals to investment houses and prepare submissions to the Gibraltar Income Tax Office.

Systems and Record Management

• Update Viewpoint and other relevant systems as required.
• Manage task lists, file notes, timesheets, and ensure work is completed within deadlines.
• Accurately scan, file, and maintain pension-related documentation.

Communication and Liaison

• Liaise with members, intermediaries, introducers, BDMs, and IFAs via email, phone, and written correspondence.
• Communicate with investment houses and internal departments including Accounts, Dealings, and Compliance.

Team Support and Leadership

• Suggest process improvements and provide constructive feedback.
• Offer advice to help colleagues make informed decisions.
• Address inappropriate behaviour promptly and professionally.
• Promote teamwork and adapt ways of working to support collaboration.
• Take responsibility for personal and team development, identifying training needs and achieving objectives.
• Monitor team workloads and provide cover or support during absences.