Senior Pensions Administrator – Client Services Lead

Praxis Group

St Peter Port

On-site

GBP 32,000 - 48,000

Full time

14 days+

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Job summary

Praxis Group in Guernsey is seeking a detail‑driven pensions administrator to join our team responsible for administering a suite of pension and annuity arrangements for a wide spectrum of clients. The role is diverse and will appeal to individuals with strong attention to detail and developing technical knowledge in the area.

The successful candidate will provide extensive support to the team and management to ensure continuity of the high-level service expected by our pension clients.

Qualifications

  • Ideally educated to ‘A’ Level standard, or equivalent.
  • A minimum of 3 years’ relevant experience.
  • Attainment of, or working towards, a relevant professional certificate.

Responsibilities

  • Day to day running of own portfolio of clients, this will include.
  • Provision of high quality and timely client service.
  • Liaising with professional intermediaries and clients in a timely manner and within agreed service standards.
  • Processing of client transactions in a timely and accurate manner.
  • Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times.
  • Processing of new business applications, death cases and closures.
  • Processing of internal and external payments and receipts.
  • Adherence to scheme rules, policies and procedures and the relevant legislation.
  • Appointment of third parties e.g. asset managers, auditors, custodians.
  • Maintenance of system and records including the preparation of minutes.
  • Assist more junior staff with queries/problems being encountered and assist in the resolution thereof.
  • Pro-actively raise issues to line manager.
  • Comply with compliance and risk procedures
  • Responding to queries raised via the Compliance Monitoring Program and the periodic review team
  • Liaising with compliance and other internal teams as needed
  • Collection of fees and active chasing of any debtor positions
  • Collation and review of financial data relevant to the entity
  • Ongoing review of appropriateness of appointed third parties, such as investment and financial advisers

Skills

Multitasking
Client service
Communication
Attention to detail
Numeracy
Team player
Deadline driven

Education

A Level or equivalent
Professional qualification in pensions (desirable)

Tools

EFURBS experience
Microsoft Excel

Job description

Praxis Group in Guernsey is seeking a detail‑driven pensions administrator to join our team responsible for administering a suite of pension and annuity arrangements for a wide spectrum of clients. The role is diverse and will appeal to individuals with strong attention to detail and developing technical knowledge in the area.

The successful candidate will provide extensive support to the team and management to ensure continuity of the high-level service expected by our pension clients.

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