Self-Invested Administration Officer

FNZ; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services company in the UK is seeking an individual to administer requests from customers on Self-Invested products while ensuring high service levels. The role involves providing Pension Administration services, completing daily tasks, and suggesting process improvements. Candidates should have excellent customer service skills and strong attention to detail. This is a full-time position.

Qualifications

• Excellent customer service skills.
• Strong attention to detail.
• Ability to manage your own time and deliver to deadline.
• Ability to innovate and suggest improvements.

Responsibilities

• Administer requests from customers and advisers on Self-Invested products.
• Provide Pension Administration services to FNZ Clients.
• Complete daily allocated work and tasks ensuring agreed productivity levels.
• Suggest possible areas for process improvement.

Skills

Excellent customer service skills

Strong attention to detail

Ability to manage your own time and deliver to deadline

Ability to innovate and suggest improvements

Job description

Role Description

To administer requests from customers and advisers on Self-Invested products ensuring strong service levels and quality standards are maintained.

Reports to

Self-Invested Administration Team Manager

Team Responsibilities

Provide Pension Administration services to FNZ Clients which can include General Servicing & Money Out addition supporting advisers and bereaved family members throughout the bereavement process together with other Support activities.

Specific Role Responsibilities

Completion of daily allocated work and tasks ensuring annual average productivity levels agreed are delivered.

Consistent achievement of agreed quality auditing standards and maintain process accreditation.

Ownership of personal development to enhance skills and experience.

All mandatory training courses taken and required pass mark achieved.

Suggest possible areas for process improvement which would result in an enhanced customer experience and / or cost savings to the company.

All processes and financial transactions dealt with in adherence to IFC CASS and SYSC rules for both processing and authorising where permitted.

Provide SIPP Administration Team cover as required to ensure FNZ client service agreements are delivered.

Performance Assessment

MI to demonstrate achievement of daily work item clearance and achievement of agreed productivity levels reviewed in monthly one to one meeting with team manager.

MI to demonstrate achievement of agreed quality auditing level and maintaining process accreditation.

Mandatory training completed and passed by required date.

Breach MI to demonstrate process and financial transactions breaches do not exceed agreed levels.

Experience required

Excellent customer service skills.

Strong attention to detail.

Ability to manage your own time and deliver to deadline.

Ability to innovate and suggest improvements.

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About FNZ

FNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.

We created wealths growth platform to help. We provide a global end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12000 wealth managers with US$1.7 trillion in assets under administration (AUA).

Together with our customers we help over 26 million people from all wealth segments to invest in their future.

Required Experience

Unclear Seniority

Key Skills

Administrative Functions,office supplies,Personnel Matters,Records Management,Office Procedures,Space Management,Daily Operations,Administrative Policies,Personnel Management,Administrative Services,Interpersonal skills,Telephone Calls,Travel Arrangements,Administrative Procedures,Word Processing

Employment Type

Full-Time

Experience

years

Vacancy

1