Pensions Administrator (SIPP, DC or DB)
About the company
We are working with a global financial services organisation who share a commitment to making things better for clients and each other. They continually explore new technology and different ways of working to put their customers and clients first.
Your tasks
A new opportunity has arisen within their Retail Pensions Benefits division that plays a pivotal role in managing the rapid growth of our SIPP product within the business. This particular team handles complex elements of SIPP administration tasks, such as processing Pension Sharing Orders for Divorce cases, QROPS (Overseas) Transfers, Benefit Calculations and Payments, Payroll Management, Online exception processes, and Customer Contact tasks aimed at addressing various queries directly with PI, Wealth, and advised clients.
With the ability to effectively manage daily workloads, address queries, and handle escalated or complaint cases, you will be responsible for but not limited to?
- The skillfull management of technical or complex client instructions to ensure optimal client outcomes
- Oversee process risks and adherence to reporting and data quality rules related to owned processes
- Maintain and update team procedures, process flows, and quick guides following process changes or improvements
- Apply appropriate escalation of issues to management, especially those posing regulatory, reputational, or financial risks
- Have direct contact with clients and internal stakeholders to proactively resolve any outstanding operational queries.
Requirements
Possessing broad pensions knowledge (SIPP, DC and/or DB) It is essential that you possess proven coupled ideally with the ability to understand HMRC rules which govern pension transfers and benefit payments.
Additionally, you will be someone with accuracy and attention to detail, confident communication skills, IT literate and comfortable working with people and teams across the business & geographies.
What we offer
Offering long-term genuine development, the role offers hybrid working (3 days in office), together with an excellent remuneration package that non-contributory pensions (c13%), annual bonus (up to 10%), onsite (free) gym, free parking anda full range of other benefits that you would expect from a modern organisation.
Other
Further information is available on application.