Pensions Administrator

Job Title: Pensions Administrator
Contract Type: Permanent
Location: Fareham
Reference: 1325302
Contact Email:
Job Published: October 28, 2022 12:01

Job Description

We are recruiting an organised, personable and enthusiastic person with Pensions knowledge to join my clients financial planning firm, in Fareham. Joining the experienced Pensions Administration team. We are looking for someone who has a passion for their job. We offer hybrid-based approach to work and offer a fantastic office to work from when in! We are happy to offer training where needed also. You will be working as part of fantastic and incredibly welcoming team!

Duties include:
  • Act as the primary point of contact to the SIPP for platform users.
  • Working collaboratively with the scheme administrators to deliver the optimum service to both the underlying beneficiaries and the intermediaries e.g. IFAs
  • Tracking activities through from initial enquiry to completion, ensuring all interested parties are kept informed.
  • Setting up new pension accounts and ensuring data is accurately maintained on existing records.
  • Executing instructions from clients to withdraw from or contribute to their pensions.
  • Ensuring all required documentation is issued timely and accurately.
  • Communicating with the platform users (both internal and external), pension provider, custodian, transfer team and dealing desk, consistently delivering an outstanding level of service.
  • Instruct and manage the oversight of transfers in and out of the Saltus SIPP ensuring adherence to service level agreements.
For this position we do require extensive financial services knowledge and a positive outlook. You will be joining a really welcoming team, set within an exceptionally well ran firm that can offer a long career path  and reward their employees with a fantastic benefits package!
For further detail please contact Tegan Sillett at Dynamite Recruitment

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