Our Milton Keynes based client is looking to recruit  two Pension Administrators, one to work within their SIPP team (Self Invested Personal Pensions) and the other in their Workplace team.

DUTIES & RESPONSIBILITIES 

The role holder will work as part of the administration team and fulfil a specific administration role which will be task oriented, carrying out clearly defined activities.

• Responsible for their individual performance targets as well as contribution to team targets.
• Ensure that their customers are treated fairly and receive a consistent service in line with the Company’s TCF policy.
• Take responsibility for individual tasks involved within the lifecycle of a SIPP, and action them within the required timescales.
• Maintain and develop good business relationships with internal and external customers.
• Ensure all clients / connections receive regular and effective communication which is professional and delivered to the highest standards.
• Ensure all requests and work received from clients and IFAs are processed in line with laid down procedures, within regulatory time frames and meet company service levels.
• Report any breaches or complaints immediately to the Client Services Supervisor.
• Ensure invoicing is up to date for all schemes and ensure all fees are collected in a timely manner.
• Work in conjunction with the team to ensure all work is carried out to the highest quality, and within the service levels laid down.
• Contribute positively to team meetings, ensuring a positive attitude at all times.

KEY SKILLS

• Minimum of 1-2 years general administration experience (financial background desirable)
• Proficient in the use of Microsoft Office including Excel.
• Good organisation skills and able to prioritise.
• Numerate.
• Good communication skills both written & verbal.
• Excellent accuracy and attention to detail.

QUALIFICATIONS

• Minimum grades A-C in GCSE Maths & English or equivalent.
• Hours of work 9am - 5pm or 8am - 4pm, Monday to Friday with one hour for lunch.