We are looking on behalf of our client for a Pensions Administrator.
Key Responsibilities:
• Processing new business using the back-office system.
• Administering pension products, maintaining and updating client details, answering queries by phone, letter, and email.
• To act in good faith towards customers and enabling and supporting customers to pursue their financial objectives
• Identify and resolve customer issues or complaints promptly and effectively, in accordance with the Consumer Duty principles.
• 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 – by 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.
• Liaison with Investment Managers and Independent Financial Advisers.
• Requesting valuation statements from Investment Managers to prepare and complete quarterly valuations for all Policyholders.
• Opening and closing of Investments Accounts.
Qualifications:
2 years’ experience working in a financial services environment within a pension team:
• Establishing new clients
• Money in and out administration
• Carrying out investment instructions
• Calculating retirement and death benefits
About the Author: 
