Senior Pensions Administrator

HSBC; Fareham; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A global banking institution in Fareham is seeking a Senior Pension Administrator to join their Adviser and Client Contact Team. This role involves managing client inquiries, providing administrative support, and ensuring compliance with pension documentation. Candidates should have a keen attention to detail, excellent communication skills, and a working knowledge of pensions. The position offers a hybrid working model and professional development opportunities, making it a great fit for those looking to advance their careers in pensions.

Benefits

Professional development workshops

Diversity and inclusion initiatives

Flexible working arrangements

Qualifications

• Experience managing client-focused queries and communications.
• Ability to work independently and recognize when to seek help.
• Willingness to obtain necessary qualifications within 12 months.

Responsibilities

• Act as the first point of contact for all wealth retirement service calls.
• Manage team mailbox and forward queries to relevant teams.
• Provide oversight for outsourced activities.
• Process transfers and maintain audit trails.
• Upload documents to internal databases.

Skills

Knowledge of pensions

Attention to detail

Communication skills

Organizational skills

Time management

Initiative

Education

CII FA2 in Pension Administration

Tools

SIPP~Pro

BMM

Job description

If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.

We have an opening for a GCB6 Senior Pension Administrator within the Adviser and Client Contact Team (ACCT). This is an excellent opportunity with a varied workload for someone wanting to progress a career in pensions.

In this role, you will be the first port of call for all clients coming into Wealth Retirement Services. You will be a client focused professional who wants to provide excellent customer care to HSBC clients and advisers. You will receive phone calls and manage all emails into the central team, as well as providing support and oversight to outsourced activity.

A move across the business allows you to continue to access tailored professional development opportunities, and our fantastic benefits packages.

Responsibilities

• Act as the first point of contact for all wealth retirement service calls
• Team Mailbox Management to include forwarding emails to the relevant functional team within Wealth Retirement Services (WRS) and answering non-technical queries.
• Supporting outsourced activity by providing oversight and auditing.
• Processing transfers in by completing and issuing the appropriate paperwork and updating core system. Chasing transfers in on a regular basis and maintaining an audit trail
• Ensuring that all documents are uploaded to the internal record keeping database
• Responsibility for indexing scanned post and distribution into the correct team using the internal workflow system.

Requirements

• A working knowledge of pensions (SIPP experience would be an added advantage). CII FA2 in Pension Administration (or be willing to obtain the qualification within 12 months of commencing employment with HSBC)
• Excellent administrative skills with strong attention to detail, coupled with first-class time management, organisational and self-motivating attributes.
• Exceptional communication skills verbal and written, with experience in dealing with telephone enquiries
• Experienced using SIPP~Pro and BMM are essential
• Ability to work on their own initiative as well as being able to identify when it is necessary to escape

This role is based in Whitely (hybrid)

If you are a contractor, please apply here.

To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please copy and paste this link into your browser - https://performancemanager.successfactors.eu/sf/learning?destUrl=https%3a%2f%2fhsbcbank%2eplateau%2ecom%2flearning%2fuser%2fdeeplink%5fredirect%2ejsp%3flinkId%3dITEM%5fDETAILS%26componentID%3dLDXX1066V%2d000%2dENGBR%26componentTypeID%3dVILT%26revisionDate%3d1692279360000%26targetStudentSysGUID%3d%26actingAs%3d%26fromSF%3dY&company=hsbcholdin

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [e-mail]

Telephone: [phone]