HSBC
Fareham, Hampshire
Overview If you're looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further. We're one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions. We're currently seeking an experienced professional to join our team in the role of Pensions Administrator Manager. This is a new role due to expansion, where you'll manage a small team who are the first port of call for all clients coming into Wealth Retirement Services. You'll be on the front line receiving phone calls and managing all emails into the central team, as well as providing support and oversight to outsourced activity - a varied role, where no day is the same. It provides a great opportunity to build relationships and network with other areas of the Bank and build on a career within pensions and / or Management. As an HSBC employee in the UK, you'll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution. In this role you'll: Responsibilities Take internal and external phone calls and manage the department's mailbox, responding to general queries or redirecting to technical teams Support outsourced activity by providing oversight and auditing Manage and coach a small team; ensuring you lead by example Process transfers by completing and issuing the appropriate paperwork and updating core system. Chasing transfers on a regular basis and maintaining an audit trail Ensure all client documents are uploaded to the internal database Hold responsibility for indexing scanned post and distribution into the correct team using the internal workflow system Point of contact for requesting information from the technical teams To be successful in this role you should meet the following requirements: Qualifications Demonstrable experience within pensions with CII FA2 in Pension Administration (or be willing to obtain the qualification). SIPP / SSAS would be an added advantage Experience of coaching, managing and motivating a small team Excellent administrative skills with strong attention to detail A client focused professional who wants to provide excellent customer care Excellent communication skills verbal and written, with experience in dealing with telephone enquiries Computer literate to advanced level (Excel, Word, PowerPoint, etc) Ability to work on their own initiative as well as being able to identify when it is necessary to escalate Excellent time management, organisational and self-motivating attributes Opening up a world of opportunity. 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 an need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: Email: Telephone:
Overview If you're looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further. We're one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions. We're currently seeking an experienced professional to join our team in the role of Pensions Administrator Manager. This is a new role due to expansion, where you'll manage a small team who are the first port of call for all clients coming into Wealth Retirement Services. You'll be on the front line receiving phone calls and managing all emails into the central team, as well as providing support and oversight to outsourced activity - a varied role, where no day is the same. It provides a great opportunity to build relationships and network with other areas of the Bank and build on a career within pensions and / or Management. As an HSBC employee in the UK, you'll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution. In this role you'll: Responsibilities Take internal and external phone calls and manage the department's mailbox, responding to general queries or redirecting to technical teams Support outsourced activity by providing oversight and auditing Manage and coach a small team; ensuring you lead by example Process transfers by completing and issuing the appropriate paperwork and updating core system. Chasing transfers on a regular basis and maintaining an audit trail Ensure all client documents are uploaded to the internal database Hold responsibility for indexing scanned post and distribution into the correct team using the internal workflow system Point of contact for requesting information from the technical teams To be successful in this role you should meet the following requirements: Qualifications Demonstrable experience within pensions with CII FA2 in Pension Administration (or be willing to obtain the qualification). SIPP / SSAS would be an added advantage Experience of coaching, managing and motivating a small team Excellent administrative skills with strong attention to detail A client focused professional who wants to provide excellent customer care Excellent communication skills verbal and written, with experience in dealing with telephone enquiries Computer literate to advanced level (Excel, Word, PowerPoint, etc) Ability to work on their own initiative as well as being able to identify when it is necessary to escalate Excellent time management, organisational and self-motivating attributes Opening up a world of opportunity. 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 an need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk: Email: Telephone:
Four Squared Recruitment Ltd
Investment Administrator - Leicester £(phone number removed)K Hybrid - following completion of initial training/induction Why this role? We are currently recruiting for an Investment Administrator, to work within a well-established Chartered firm of Financial Planners. Role Overview To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main Tasks Establishment of investment accounts Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team. Open new accounts by preparing and submitting new business applications, where necessary, on a variety of platforms (Pershing, Quilter and Aviva), in readiness for investments to be placed. Liaise with existing investment providers and the receiving platform to process transfers over to our investment services, as per recommendations provided by our Suitability Team. Day to Day Portfolio Management Maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva). Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate. Maintain awareness of the Investment Strategy of the Investment Committee, including the investment products and recommended portfolios. Administer investment decisions and recommendations in accordance with the strategy of the Investment Committee by placing investment deals and transactions including buying, selling and switching, in a timely fashion and using the task management within our CRM, Intelliflo. Keep up to date with the global investment markets, the different contracts and investment funds available and changes in taxation. Communicating with clients (via telephone, email and letter), as well as fellow professionals, e.g., accountants and solicitors. Issue Client Meeting Notes and undertake action points. Invoice clients in accordance with Client Agreements. Produce bespoke documents as and when needed / requested. Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation. Calculations Calculate money weighted return of portfolios for client review packs. Support the Investment Manager with the assessment of the Capitals Gains Tax position, where applicable Perform other sundry calculations. Relationship with other roles Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Work on joint projects or tasks with other members of the Investment Department, Pensions Department or wider business. Some initial and ongoing training and supervision will be conducted by the Compliance Manager. Essential Skills required; Knowledge of the services that the firm provides to clients Knowledge of investments and associated products Good technical knowledge of investments and their use in Financial Planning IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc Ability to create and maintain accurate computer-based records Knowledge of Data Protection legislation Ability to work within level of authority and to refer work when appropriate Desirable Experience as an IFA administrator with some investment experience would be an advantage Good, broad, knowledge of Financial Services in general Knowledge of IT systems and programmes relevant to role (Intelliflo, Pershing, Quilter, Aviva, Virtual Cabinet, Adobe, Excel) Knowledge of different investment wrappers (General Investment Account, ISA, Investment Bond, Pension) Knowledge of different investment contracts (Unit Trusts/OEICs, Exchange Traded Funds) Knowledge of different asset types (Equity (UK & Global), Fixed Interest, Property, Commodities) Knowledge of money laundering procedures relevant to role and individual responsibilities in this area Knowledge of other Financial Services legislation relevant to role Pay and Benefits Salary £28,000 to £33,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction If you wish to considered for this exciting role, please email your cv to (url removed) or contact her on (phone number removed).
Investment Administrator - Leicester £(phone number removed)K Hybrid - following completion of initial training/induction Why this role? We are currently recruiting for an Investment Administrator, to work within a well-established Chartered firm of Financial Planners. Role Overview To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main Tasks Establishment of investment accounts Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team. Open new accounts by preparing and submitting new business applications, where necessary, on a variety of platforms (Pershing, Quilter and Aviva), in readiness for investments to be placed. Liaise with existing investment providers and the receiving platform to process transfers over to our investment services, as per recommendations provided by our Suitability Team. Day to Day Portfolio Management Maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva). Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate. Maintain awareness of the Investment Strategy of the Investment Committee, including the investment products and recommended portfolios. Administer investment decisions and recommendations in accordance with the strategy of the Investment Committee by placing investment deals and transactions including buying, selling and switching, in a timely fashion and using the task management within our CRM, Intelliflo. Keep up to date with the global investment markets, the different contracts and investment funds available and changes in taxation. Communicating with clients (via telephone, email and letter), as well as fellow professionals, e.g., accountants and solicitors. Issue Client Meeting Notes and undertake action points. Invoice clients in accordance with Client Agreements. Produce bespoke documents as and when needed / requested. Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation. Calculations Calculate money weighted return of portfolios for client review packs. Support the Investment Manager with the assessment of the Capitals Gains Tax position, where applicable Perform other sundry calculations. Relationship with other roles Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Work on joint projects or tasks with other members of the Investment Department, Pensions Department or wider business. Some initial and ongoing training and supervision will be conducted by the Compliance Manager. Essential Skills required; Knowledge of the services that the firm provides to clients Knowledge of investments and associated products Good technical knowledge of investments and their use in Financial Planning IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc Ability to create and maintain accurate computer-based records Knowledge of Data Protection legislation Ability to work within level of authority and to refer work when appropriate Desirable Experience as an IFA administrator with some investment experience would be an advantage Good, broad, knowledge of Financial Services in general Knowledge of IT systems and programmes relevant to role (Intelliflo, Pershing, Quilter, Aviva, Virtual Cabinet, Adobe, Excel) Knowledge of different investment wrappers (General Investment Account, ISA, Investment Bond, Pension) Knowledge of different investment contracts (Unit Trusts/OEICs, Exchange Traded Funds) Knowledge of different asset types (Equity (UK & Global), Fixed Interest, Property, Commodities) Knowledge of money laundering procedures relevant to role and individual responsibilities in this area Knowledge of other Financial Services legislation relevant to role Pay and Benefits Salary £28,000 to £33,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction If you wish to considered for this exciting role, please email your cv to (url removed) or contact her on (phone number removed).
