Summary of Position:
As a Technical support administrator supporting the technical admin Team, you will be responsible for assisting with various tasks related to pensions and investment schemes.
Primary Responsibilities
Administer and process scheme data:
Assist in the accurate input, maintenance and update of Client records on Intelligent Office (IO) and compliance with regulatory requirements.
Liaise with clients and providers to gather information maintaining accurate records and documentation.
Support Technical Team:
Provide administrative support to the technical team in handling complex pension/investment related queries and tasks.
Ad-hoc tasks:
Assist with other administrative duties as required by the technical team or management.
New Business Processing-assisting with the processing of new business applications, ensuring all documentation is completed accurately and submitted in a timely manner.
Ensure compliance with FCA regulations and internal policies. Adherence to the FCA conduct Rules.
Maintain accurate and organised records of client interaction and advise provided. Support with timely submission of ongoing review register to compliance.
Provide excellent customer service, answering calls from Clients.
Personal Specification
Qualifications & Training
Educated to GCSE level Must have GCSE Maths and English at Grade C level or above. (an equivalent to GCSE with earlier qualifications).
Experience
At least one year’s relevant work experience.
Previous experience in pensions administration would be advantageous however not essential
Qualities and Attitude
Well-organised, good team player, problem-solving approach. Be able to demonstrate good communication skills.
Proactive, the ability to manage multiple tasks efficiently and prioritise responsibilities.
Product Knowledge
General understanding of financial services.
General understanding of pension annuities and investments desirable however not essential.
Pay: Up to £26,000.00 per year
Benefits:
- Company pension
- Life insurance
Experience:
- Financial services administration : 1 year (preferred)
Work Location: Hybrid remote in Cheadle
