Senior Pension Administrator

Fundment; London; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A fast-growing wealth infrastructure company is seeking a personable Senior Pensions Administrator to join their team in London. This role involves supporting Financial Advisers with technical queries and managing pension administration tasks. The ideal candidate will have substantial experience in UK investment platforms and demonstrate strong regulatory knowledge, contributing to a collaborative and flexible work environment with opportunities for professional development.

Benefits

28 days annual leave plus bank holidays

Enhanced maternity/paternity/adoption leave

Pension with 6% employer contribution

Training and Development/Qualification Sponsorship

Qualifications

• Experience in pension administration and technical support.
• Knowledge of HMRC and FCA regulations.
• Desirable Level 4 qualification in finance or related field.

Responsibilities

• First line of support for technical queries on pensions and ISAs.
• Complete daily pension administration tasks efficiently.
• Collaborate with the Pensions Director to meet regulatory deadlines.

Skills

Technical support

Regulatory knowledge

Team collaboration

Process improvement

Education

Industry qualifications (CII or CISI/Level 4)

Job description

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Head of People at Fundment. Keen to connect with exceptional people from financial services.

Senior Pensions Administrator

Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a personable Senior Pensions Administrator to join our outstanding Team.

The Company

Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.

As a Senior Pensions Administrator you will the first line or response to Financial Adviser and client technical queries for ISAs and Pensions. Your knowledge and experience will supplement our client services, investments and transfers team, as they complete daily tasks. You will closely with; and report into the Pensions Director to ensure all pension tasks are completed daily and work to a timetable of submitting regulatory reports.

Requirements:

• First line of support for the team on technical queries relating to pensions and ISAs.
• Able to complete high volume daily pension administration tasks and respond to emails in a timely manner
• Confident to answer technical questions and queries from advisers by telephone, delivering quality responses and handling complex cases with authority
• Solid knowledge and proven ‘hands on’ experience of pension regulatory reporting
• Strong team spirit and collaborative style, working within the operations team.
• Driven to improve processes, written documentation and to work with our engineering team to automate and streamline pension administration through the Fundment platform

Experience

• Substantial previous experience working for a UK investment platform that offers pensions, ISA and GIA accounts
• Experience of complex pension administration including drawdown, death cases & regulator taxation payments
• The ability to translate HMRC, FCA and other regulator rules to ensure our processes are compliant
• Knowledge of how to submit HMRC Pension and ISA regular reporting including tax relief claims and annual submissions.
• Obtained or working towards industry qualifications with either the CII or CISI/ Level 4 qualification is desirable

Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of business aspects and understand how we improve efficiency and do things differently at Fundment.

We support our team with the flexibility to work on a hybrid basis, 3 days a week in our London office.

• Generous 28 days annual leave plus bank holidays
• Enhanced maternity/paternity/adoption leave
• Pension 6% employer contribution
• Training and Development/Qualification Sponsorship

Our collaborative office space ensures we are able to regularly get together to input ideas, discuss plans, work on projects, celebrate success and develop our skills.

We are happy to consider any reasonable adjustments that applicants may need during the recruitment process.

We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia.

No agencies please.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Customer Service

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