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Pension Administrator

  • Location: Manchester or Sheffield, UK
  • Salary: Competitive
  • Hours: Full Time
  • Contract: Permanent
  • Uploaded: 11/10/2018
  • Closing: 31/10/2018

Role Purpose

The Pension Administrator provides day-to-day administration support to corporate pension clients; resolving any issues arising with the pension provider and assisting clients with administration (joiner/leaver) queries as well as liaising with internal Client Relationship Managers (CRMs).

Key Accountabilities

• Assist the CRMs by managing the initial implementation and ongoing day to day running of existing group pension arrangements
• Handling and resolution of client and CRM queries relating to both new and existing pensions – managing the liaison between CRMs/product providers/clients
• Process the initial client Anti-Money Laundering requirements and plan establishment paperwork for approval by CRM
• Create and maintain client files and records both electronically and in paper form
• Manage work flow and monitor/chase outstanding data and information promptly
• Be flexible in approach and provide such other support as is reasonably to be expected of the administration role
• Prioritise workload (obtain guidance from Team Leader/CRM/Director as required or in the event of conflicting priorities)

Technical Knowledge and Professional Qualifications

Key Skills

• Analytical and numerical ability – ability to analyse and interpret data, evaluate data and draw conclusions and understand implications/actions required
• Windows computer packages including Adviser Office, Hindsight, Exchange, and Microsoft Word, PowerPoint and Excel
• Strong planning and organisation skills – able to manage multiple tasks effectively
• Able to prioritise own workload to meet both the Client and CRM needs
• High level of attention to detail when producing data, reports, or other analysis
• Strong written and oral communication skills (good grammar and spelling)
• Able to identify, diagnose, prioritise and offer a variety of solutions to solve problems
• Good team player – willingness to work with other team members to achieve best outcome for clients – particularly during busy periods
Knowledge
• Full understanding of pension administration procedures relating to the different providers and ensure that they conform to both Regulatory and the Firm’s standards
• All practices and disciplines including Investments, Corporate Pensions and Financial Planning
• Anti-Money Laundering, including how to identify suspicious transactions/activities and how to report
• Auto-Enrolment experience and knowledge preferred but not essential – training will be available

Qualifications
Preferred – Holder of Certificate in Life and Pensions (including relevant pension administration units)
Recommended – Studying towards Certificate in Financial Planning Studying

Overarching Obligations
• Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures
• Achieve a good standard of ethical behaviour, i.e. do the right thing at all times
• Comply with all relevant professional standards
• Comply with the FCA’s requirements in relation to Conduct Risk & Treating Customers Fairly

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