Pensions Administrator

Siamo Group Ltd; Gloucester; On-site; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Bonus up to 20%

Professional development (courses/exam

25 days annual leave + holidays

Private medical insurance

Life cover

Hybrid work 2 days from home

On-site parking

Job summary

Siamo Recruitment is partnering with a leading Wealth Management firm to recruit a Pensions Administrator who will report to the Practice Manager and be the main contact for clients and Financial Advisers. Experience with pensions and financial services is essential, with the ability to handle advisory communications.

The role touches all areas of the business, including relaying financial advice to customers, while prioritising customer experience.

Qualifications

• Experience in pensions and pension funds required.
• Experience liaising with Financial Advisers (FAs).
• Ability to work autonomously, remotely and in a team.
• Full UK Driving Licence and own vehicle.
• Knowledge of regulation, legislation and taxation.

Responsibilities

• Analysing investment portfolios and researching pension funds.
• Assist and manage technical queries to deliver thorough responses.
• Drafting product comparisons for clients.
• Ensure due diligence before case submission for paraplanning.
• Act as conduit between Advisers and office to redirect queries.
• Aid colleagues with technical queries while maintaining compliance.
• Monitor prospect cases and update as needed.
• Ensure reviews align with client review strategy.

Job description

Job Description

We here at Siamo Recruitment are working with a leading Wealth Management firm, due to continued expansion and a clear direction our client is looking for a talent Pensions Administrator to report into the Practice Manager and be the point of contact for client and FAs.
To be considered for this opportunity exposure within financial services is essential. Exposure working with pensions are also essential.
Within this role as the Pensions Administrator, you will touch all areas of the business including relaying financial advice to their customer base.
Our client, a leader in their market is focussed on onboarding a talent looking for accountability, responsibility, investment and with the ability to prioritise customer experience in every step.
What does our clients benefits scheme include?

• Up to a 20% annual bonus scheme (performance based)
• Professional investment plans for relevant courses, exams and industry training materials
• 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
• Annual salary reviews
• Private medical insurance and life cover available
• Recruitment referrals bonus
• Hybrid working offering 2 days from home post probation
• Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
• Free on-site parking

This Pensions Administrator role will hold the below responsibilities:

• Analysing investment portfolios and researching pension funds
• Assist and manage queries which arise that are of a technical nature, to deliver consistent and detailed responses
• Drafting product comparisons for clients
• Ensure that all the relevant due diligence is complete prior to a case being submitted for Paraplanning
• Act as a conduit between the Advisers and the office to redirect the bulk of queries so that Advisers can focus on business opportunities
• Aid colleagues when technical queries arise, whilst always remaining compliant
• Ensure prospect cases are monitored and update where necessary
• Ensure reviews are being completed in line with our client review strategy

The ideal candidate for this Pensions Administrator role will hold the below experience, skills and qualifications:

• Prior exposure working within pensions and completing support administration
• Exposure working alongside FAs
• Ability to confidently manage internal and external relationships
• Ability to work autonomously, remotely and within a team
• Experience in maintaining systems, processes and procedures
• Up to date knowledge of regulation, legislation and taxation
• Full UK Driving License and Own Vehicle

JBRP1_UKTJ