TRAINEE PENSIONS ADMINISTRATOR - SIPP & SSAS Location - Bury Salary: £24,000 - £26,000 Our Client are a consulting Actuary and Pension Trustees based in North Manchester. They are an owner-managed, independent company dedicated to working with clients and their professional advisers, specialising in bespoke pension arrangements for small companies and individuals click apply for full job details
Apr 23, 2024
Full time
TRAINEE PENSIONS ADMINISTRATOR - SIPP & SSAS Location - Bury Salary: £24,000 - £26,000 Our Client are a consulting Actuary and Pension Trustees based in North Manchester. They are an owner-managed, independent company dedicated to working with clients and their professional advisers, specialising in bespoke pension arrangements for small companies and individuals click apply for full job details
Senior Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator. This position is a permanent and the client is looking for an ambitious individual with a progressive attitude. Hours of work: Monday to Friday, 9am-5pm. Office Flexibility: Working from Home availability (2 days per week). Office based 3 x days. Salary: Up to £38,000 per annum PLUS benefits. Key Requirements: The candidate will normally have a minimum 5 years experience of occupational pension scheme administration. Logical approach to problemsolving. The ability to process collect and input data and information as delegated; Strong experience of working with different occupational pension schemes - DB, DC, CARE, Hybrid; Ideally QPA or PMI qualified or willing to study towards relevant qualifications; Excellent time managementskills with ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Knowledge to perform and check complex manualcalculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Communicate effectively withcolleagues and providefeedback. Ensure the team always provides exceptional customer service. Accountability to our clients, the members and management of the business. Ability to manage team member workloads to ensuredelivery/support Provide opinions if you have an idea to create more efficiencies. Strong working knowledge of Office Systems, e.g. Microsoft Office and Pension administrationsystems. Key Responsibilities: As a Senior Administrator, you will be responsible for the administration a combination of DB, DC and Hybrid pension schemes in accordance with our clients requirements to the desired standards and deadlines. As a Senior Administrator you will be used to supporting complex queries, manual calculations and be adept at checking and allocating work. Defined Contribution (DC) experience will be an advantage and progression with PMI qualifications is also desirable. You will be responsible for the supervision of up to two trainee / junior pensions administrator and be expected to deputise for Principal Pension Administrator when required. Carry out complex pension administration tasks and calculations including treasury and payroll accurately Attendance at Trustee and ad hoc client meetings, including new business presentations as required; Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner; Assist team members as required and provide support to Principal administrator; Management of investment of contributions; Management of unit reconciliations / lifestyle switches. JBRP1_UKTJ
Apr 23, 2024
Full time
Senior Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator. This position is a permanent and the client is looking for an ambitious individual with a progressive attitude. Hours of work: Monday to Friday, 9am-5pm. Office Flexibility: Working from Home availability (2 days per week). Office based 3 x days. Salary: Up to £38,000 per annum PLUS benefits. Key Requirements: The candidate will normally have a minimum 5 years experience of occupational pension scheme administration. Logical approach to problemsolving. The ability to process collect and input data and information as delegated; Strong experience of working with different occupational pension schemes - DB, DC, CARE, Hybrid; Ideally QPA or PMI qualified or willing to study towards relevant qualifications; Excellent time managementskills with ability to prioritise workloads with conflicting importance, keeping to deadlines, agreed service levels and disclosure requirements. Knowledge to perform and check complex manualcalculations. Ability to break down and explain complex calculations in simple terms. Promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone. Communicate effectively withcolleagues and providefeedback. Ensure the team always provides exceptional customer service. Accountability to our clients, the members and management of the business. Ability to manage team member workloads to ensuredelivery/support Provide opinions if you have an idea to create more efficiencies. Strong working knowledge of Office Systems, e.g. Microsoft Office and Pension administrationsystems. Key Responsibilities: As a Senior Administrator, you will be responsible for the administration a combination of DB, DC and Hybrid pension schemes in accordance with our clients requirements to the desired standards and deadlines. As a Senior Administrator you will be used to supporting complex queries, manual calculations and be adept at checking and allocating work. Defined Contribution (DC) experience will be an advantage and progression with PMI qualifications is also desirable. You will be responsible for the supervision of up to two trainee / junior pensions administrator and be expected to deputise for Principal Pension Administrator when required. Carry out complex pension administration tasks and calculations including treasury and payroll accurately Attendance at Trustee and ad hoc client meetings, including new business presentations as required; Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner; Assist team members as required and provide support to Principal administrator; Management of investment of contributions; Management of unit reconciliations / lifestyle switches. JBRP1_UKTJ
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme's benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required.• Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this.• Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration.• Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved.• Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager• Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes.• Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience.• Administration experience• Customer service experience• Accuracy and ability to follow instructions• Computer literacy• Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator• Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period)• Flexi time with the ability to generate additional leave• 26 days holiday entitlement, including Christmas closure• Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you're paying in• Getting to work schemes• Private Medical Insurance• Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you're a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We're a Hybrid scheme and having recently become a Master Trust. We're the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL• managing where that money is invested• making sure we pay the right pension to the right person at the right time.
Apr 18, 2024
Full time
Trainee Benefits Technician Type of contract: Permanent. Full time. 35 hours per week, Monday to Friday Location: Hybrid/London EC2R 7AF, with up to 3 days working from home post probation. Salary: £24,000 a year. Offer up to £26,000 a year only to an exceptional candidate with the relevant knowledge, skills, and experience. About the role This role supports the benefits administration service and works closely with the Senior Technicians and Technicians to facilitate the smooth running of the team. It is a learning and development opportunity, offering a first step to commencing a career in a financial environment. You will be responsible for: • Administering the Scheme's benefits in accordance with Scheme Rules and the agreed processes and methods, seeking guidance where required.• Indexing incoming correspondence accurately and promptly. Understanding of cradle-to-grave pensions administration is necessary for this.• Administering casework in accordance with client service agreements and deadlines, ensuring accuracy and quality in all work activity, identifying, and raising with the Assistant Administration Manager, any areas of risk in the administration.• Operating best practice and ensuring processes are documented and followed and constantly reviewing work processes with a view to identifying and raising with the Assistant Administration Manager, those which could be cost effectively and efficiently improved.• Ensuring that service standards are met and reporting any service failures to the Assistant Administration Manager• Liaising with employers and members as required and dealing with provision of advice about Scheme benefits to employers, members and other schemes.• Undertaking any other ad hoc tasks that may be required as part of the benefits administration. To be considered for this role you will need to demonstrate: • Education to secondary level including a minimum of grade C in Maths and English GCSE or equivalent qualification or equivalent experience.• Administration experience• Customer service experience• Accuracy and ability to follow instructions• Computer literacy• Good written and oral communication skills Other desirable knowledge/experience • Knowledge of The Pension Regulator• Knowledge of Pensions Systems What benefits you will get from us • Hybrid working (after completion of probation period)• Flexi time with the ability to generate additional leave• 26 days holiday entitlement, including Christmas closure• Best-in-class pension scheme. A generous employer contribution to your pension, and life insurance while you're paying in• Getting to work schemes• Private Medical Insurance• Social activities during the year If you feel you have the skills and experience to be successful in this role then apply today! About us SAUL Trustee Company is a great place to work, whether you're a pensions specialist, an HR professional or an IT whizz, we might be the next step in your career. We're a Hybrid scheme and having recently become a Master Trust. We're the Trustee and administrator of a multi-employer pension scheme, looking after the pensions of more than 80,000 members and approximately £3.1bn in assets invested across multiple strategies. The success of the investment strategy is key to maintaining the sustainability and affordability of the Scheme. SAUL Trustee Company (STC) is ranked the 23rd Best Company to work for in the UK in 2023 and we have retained our two-star accreditation as an outstanding place to work. At STC, we are responsible for: • collecting the money members and employers pay into SAUL• managing where that money is invested• making sure we pay the right pension to the right person at the right time.
Quantum Advisory have an exciting opportunity for a Trainee Employee Benefits Administrator to join their team. Location: Cardiff, CF3 0LW (Hybrid Working) Salary: £23K - £25K PA (Depending on Experience) Job Type: Full-time, Permanent About Us: At Quantum Advisory, we're committed to delivering high-quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who have previously led actuarial and employee benefit consulting teams at major firms. Additionally, we have welcomed senior appointments from other industry leaders, enhancing our expertise across all locations. With a first-class pedigree and extensive experience, there's little in the realm of pensions work that we haven't undertaken. By investing in talented individuals, robust systems, and fostering proactive solution-based thinking, we aim to provide a premium service to our clients. Trainee Employee Benefits Administrator - The Role: Are you looking for a role which incorporates numerical and customer service skills Do you want to study towards professional qualifications If so, the world of employee benefits could be for you. As an employee benefits administrator you will be carrying out the day to day management of group insurance schemes. You will gain a knowledge of the different insurance products available in the market and understand how they meet the needs of the client. Trainee Employee Benefits Administrator - Key Responsibilities: In this broad role responsibilities will include (but not limited to): - Preparing insurance renewal documentation - Validating insurance data that is received from clients - Checking scheme specifications are correct - Communicating scheme information to clients - Running reports our employee benefits platform - Carrying our research for clients Trainee Employee Benefits Administrator - You: - Accuracy is essential in this regulated environment - Organised and methodical approach to work - Comfortable working with numbers - Ability to work as part of a small team and meet agreed timescales - Opportunity to start a career in group risk and learn about employee benefits market - Experience with Microsoft Office, particularly Excel, preferred - Enthusiastic and flexible approach to work - A level (or equivalent) education required - Studying towards Chartered Insurance Institute's GR1 qualification beneficial, but not essential Trainee Employee Benefits Administrator - Benefits: - Flexible working hours tailored to accommodate your schedule and lifestyle, ensuring a healthy work-life balance - Performance-related bonus rewarding your dedication and contributions to the team's success - A comprehensive and structured training plan designed to nurture your skills and support your professional growth - Ample opportunities for skill development and career advancement within Quantum, empowering you to reach your full potential and excel in your chosen field To submit your application for this exciting Trainee Employee Benefits Administrator opportunity, please click 'Apply' now.
Apr 18, 2024
Full time
Quantum Advisory have an exciting opportunity for a Trainee Employee Benefits Administrator to join their team. Location: Cardiff, CF3 0LW (Hybrid Working) Salary: £23K - £25K PA (Depending on Experience) Job Type: Full-time, Permanent About Us: At Quantum Advisory, we're committed to delivering high-quality services while ensuring value for our clients. With offices in Amersham, Birmingham, Cardiff, and London, our team consists of Partners who have previously led actuarial and employee benefit consulting teams at major firms. Additionally, we have welcomed senior appointments from other industry leaders, enhancing our expertise across all locations. With a first-class pedigree and extensive experience, there's little in the realm of pensions work that we haven't undertaken. By investing in talented individuals, robust systems, and fostering proactive solution-based thinking, we aim to provide a premium service to our clients. Trainee Employee Benefits Administrator - The Role: Are you looking for a role which incorporates numerical and customer service skills Do you want to study towards professional qualifications If so, the world of employee benefits could be for you. As an employee benefits administrator you will be carrying out the day to day management of group insurance schemes. You will gain a knowledge of the different insurance products available in the market and understand how they meet the needs of the client. Trainee Employee Benefits Administrator - Key Responsibilities: In this broad role responsibilities will include (but not limited to): - Preparing insurance renewal documentation - Validating insurance data that is received from clients - Checking scheme specifications are correct - Communicating scheme information to clients - Running reports our employee benefits platform - Carrying our research for clients Trainee Employee Benefits Administrator - You: - Accuracy is essential in this regulated environment - Organised and methodical approach to work - Comfortable working with numbers - Ability to work as part of a small team and meet agreed timescales - Opportunity to start a career in group risk and learn about employee benefits market - Experience with Microsoft Office, particularly Excel, preferred - Enthusiastic and flexible approach to work - A level (or equivalent) education required - Studying towards Chartered Insurance Institute's GR1 qualification beneficial, but not essential Trainee Employee Benefits Administrator - Benefits: - Flexible working hours tailored to accommodate your schedule and lifestyle, ensuring a healthy work-life balance - Performance-related bonus rewarding your dedication and contributions to the team's success - A comprehensive and structured training plan designed to nurture your skills and support your professional growth - Ample opportunities for skill development and career advancement within Quantum, empowering you to reach your full potential and excel in your chosen field To submit your application for this exciting Trainee Employee Benefits Administrator opportunity, please click 'Apply' now.
Do you have Pensions Administration experience and are seeking a role within Financial Services? If so, please read on: A highly regarded and well-established Wealth Management business based in the heart of Liverpool are looking to recruit an ambitious and career focused Pensions Administrator who has a keen interest in moving into financial services. To be considered for this role, applicants will have a customer focussed attitude along with, strong written and verbal communication skills, excellent working knowledge of Microsoft Word & Excel, strong numerical, analytical, and problem-solving skills and the ability to work to tight deadlines. The successful individual will be responsible for all aspects of pension administration. This includes processing new business applications, pension transfers, servicing requests, fee calculations, death benefits, monthly payroll and retirement benefits. Also responsible for ensuring a timely, pro-active and high-quality service is provided to clients at all times. Core Responsibilities: To create and maintain accurate pension scheme records. Accurately process new business and monitor progress through to completion, monitoring receipt of funds and initial fees. Banking and allocation of client money, ensuring FCA regulatory requirements are met. Liaising with ceding pension scheme providers to obtain pension transfer monies, ensuring all relevant information is obtained. Accurately process pension investment/disinvestment instructions relating to new business, additional investments, reallocations and money out transactions. Deal with all pensions servicing activities eg employer contribution monitoring, group contribution processing, pensions on divorce etc. Pension benefits processing eg annuity purchase, income drawdown, phased income drawdown, death cases. Accurately processing monthly pension payroll. Provide a timely, pro-active and high quality service to clients at all times. Collating information for regulatory reporting. Handling both written and telephone enquiries from clients, advisers and 3rd party service providers. Identifying and reporting risks and breaches. Processing complaints. Liaise closely with other teams within Wealth at Work and with 3rd party service providers. General administrative duties eg photocopying, scanning, filing. Essential Skills & Experience Required: A self-starter who can demonstrate good use of initiative, you will be flexible and adaptable with excellent communication skills coupled with accuracy and a high attention to detail in all aspects of service delivery. Experience and knowledge of pension administration. Strong knowledge of the regulatory requirements relating to pensions (including FCA, HMRC and The Pensions Regulator). Excellent communication skills both written and verbal. Strong analytical and numerical skills - able to analyse, evaluate and interpret data. Proven time management skills with the ability to prioritise workloads and deal with urgent issues that arise. Good working knowledge of Word, Excel, Outlook, etc. Ability to work on own and as part of a team. A background in dealing with pension payroll would be advantageous however is not essential as long as you have the willingness to learn and develop your knowledge. Extensive benefits list, negotiable salary and the opportunity to study is available with this role Please note this role is fully office based Purchasing Professionals is an Independent Recruitment Company specialising in all Head Office vacancies including Accountancy & Finance, Financial Services, HR, Procurement, Operations, Logistics, Legal, Property, E-Commerce, IT, Customer Services, Marketing, Commercial and Business Support, from Trainee to Director level.
Dec 19, 2022
Full time
Do you have Pensions Administration experience and are seeking a role within Financial Services? If so, please read on: A highly regarded and well-established Wealth Management business based in the heart of Liverpool are looking to recruit an ambitious and career focused Pensions Administrator who has a keen interest in moving into financial services. To be considered for this role, applicants will have a customer focussed attitude along with, strong written and verbal communication skills, excellent working knowledge of Microsoft Word & Excel, strong numerical, analytical, and problem-solving skills and the ability to work to tight deadlines. The successful individual will be responsible for all aspects of pension administration. This includes processing new business applications, pension transfers, servicing requests, fee calculations, death benefits, monthly payroll and retirement benefits. Also responsible for ensuring a timely, pro-active and high-quality service is provided to clients at all times. Core Responsibilities: To create and maintain accurate pension scheme records. Accurately process new business and monitor progress through to completion, monitoring receipt of funds and initial fees. Banking and allocation of client money, ensuring FCA regulatory requirements are met. Liaising with ceding pension scheme providers to obtain pension transfer monies, ensuring all relevant information is obtained. Accurately process pension investment/disinvestment instructions relating to new business, additional investments, reallocations and money out transactions. Deal with all pensions servicing activities eg employer contribution monitoring, group contribution processing, pensions on divorce etc. Pension benefits processing eg annuity purchase, income drawdown, phased income drawdown, death cases. Accurately processing monthly pension payroll. Provide a timely, pro-active and high quality service to clients at all times. Collating information for regulatory reporting. Handling both written and telephone enquiries from clients, advisers and 3rd party service providers. Identifying and reporting risks and breaches. Processing complaints. Liaise closely with other teams within Wealth at Work and with 3rd party service providers. General administrative duties eg photocopying, scanning, filing. Essential Skills & Experience Required: A self-starter who can demonstrate good use of initiative, you will be flexible and adaptable with excellent communication skills coupled with accuracy and a high attention to detail in all aspects of service delivery. Experience and knowledge of pension administration. Strong knowledge of the regulatory requirements relating to pensions (including FCA, HMRC and The Pensions Regulator). Excellent communication skills both written and verbal. Strong analytical and numerical skills - able to analyse, evaluate and interpret data. Proven time management skills with the ability to prioritise workloads and deal with urgent issues that arise. Good working knowledge of Word, Excel, Outlook, etc. Ability to work on own and as part of a team. A background in dealing with pension payroll would be advantageous however is not essential as long as you have the willingness to learn and develop your knowledge. Extensive benefits list, negotiable salary and the opportunity to study is available with this role Please note this role is fully office based Purchasing Professionals is an Independent Recruitment Company specialising in all Head Office vacancies including Accountancy & Finance, Financial Services, HR, Procurement, Operations, Logistics, Legal, Property, E-Commerce, IT, Customer Services, Marketing, Commercial and Business Support, from Trainee to Director level.
Do you have proven Administration experience and are seeking a role within Financial Services? If so, please read on: A highly regarded and well-established Wealth Management business based in the heart of Liverpool are looking to recruit an ambitious and career focused Trainee Pensions Administrator who has a keen interest in moving into financial services. To be considered for this role, applicants will have a customer focussed attitude along with, strong written and verbal communication skills, excellent working knowledge of Microsoft Word & Excel, strong numerical, analytical, and problem-solving skills, and the ability to work to tight deadlines. The successful individual will be responsible for providing support and assistance in all aspects of pension administration. This includes processing new business applications, pension transfers, servicing requests, fee calculations, death benefits, monthly payroll, and retirement benefits. Also responsible for ensuring a timely, pro-active, and high-quality service is provided to clients at all times. Core Responsibilities: To provide support and assistance to the Pensions Administration team in respect of the following: Creating and maintaining accurate pension scheme records. Accurately processing new business and monitoring progress through to completion, monitoring receipt of funds and initial fees. Banking and allocation of client money, ensuring FCA regulatory requirements are met. Liaising with ceding pension scheme providers to obtain pension transfer monies, ensuring all relevant information is obtained. Accurately processing pension investment/disinvestment instructions relating to new business, additional investments, reallocations and money out transactions. Pensions servicing activities e.g. employer contribution monitoring, group contribution processing, pensions on divorce etc. Pension benefits processing e.g. annuity purchase, income drawdown, phased income drawdown, death cases. Accurately processing monthly pension payroll. Providing a timely, pro-active and high quality service to clients at all times. Collating information for regulatory reporting. Handling both written and telephone enquiries from clients, advisers and 3rd party service providers. Identifying and reporting risks and breaches. Processing complaints. Liaising closely with other teams within Wealth at work and with 3rd party service providers. General administrative duties e.g. photocopying, scanning, filing. Essential Skills & Experience Required: A self-starter who can demonstrate good use of initiative, you will be someone who is flexible and adaptable with excellent communication skills coupled with accuracy and a high attention to detail in all aspects of service delivery. Educated to degree level. Previous experience of working in financial services is desirable but not essential. Excellent communication skills both written and verbal. Strong analytical and numerical skills - able to analyse, evaluate and interpret data. Proven time management skills with the ability to prioritise workloads and deal with urgent issues that arise and the ability to work as part of a team. Good working knowledge of Word, Excel, Outlook, etc. Skills / Experience required A self-starter who can demonstrate good use of initiative, you will be someone who is flexible and adaptable with excellent communication skills coupled with accuracy and a high attention to detail in all aspects of service delivery. Educated to degree level. Previous experience of working in financial services is desirable but not essential. Excellent communication skills both written and verbal. Strong analytical and numerical skills - able to analyse, evaluate and interpret data. Proven time management skills with the ability to prioritise workloads and deal with urgent issues that arise. Good working knowledge of Word, Excel, Outlook, etc. Ability to work on own and as part of a team. Desirable Ideal candidates will be studying towards a professional pension qualification e.g. Pensions Management Institute or Chartered Insurance Institute pension qualifications. Extensive benefits list, negotiable salary and the opportunity to study is available with this role Please note this role is fully office based Purchasing Professionals is an Independent Recruitment Company specialising in all Head Office vacancies including Accountancy & Finance, Financial Services, HR, Procurement, Operations, Logistics, Legal, Property, E-Commerce, IT, Customer Services, Marketing, Commercial and Business Support, from Trainee to Director level.
Dec 15, 2022
Full time
Do you have proven Administration experience and are seeking a role within Financial Services? If so, please read on: A highly regarded and well-established Wealth Management business based in the heart of Liverpool are looking to recruit an ambitious and career focused Trainee Pensions Administrator who has a keen interest in moving into financial services. To be considered for this role, applicants will have a customer focussed attitude along with, strong written and verbal communication skills, excellent working knowledge of Microsoft Word & Excel, strong numerical, analytical, and problem-solving skills, and the ability to work to tight deadlines. The successful individual will be responsible for providing support and assistance in all aspects of pension administration. This includes processing new business applications, pension transfers, servicing requests, fee calculations, death benefits, monthly payroll, and retirement benefits. Also responsible for ensuring a timely, pro-active, and high-quality service is provided to clients at all times. Core Responsibilities: To provide support and assistance to the Pensions Administration team in respect of the following: Creating and maintaining accurate pension scheme records. Accurately processing new business and monitoring progress through to completion, monitoring receipt of funds and initial fees. Banking and allocation of client money, ensuring FCA regulatory requirements are met. Liaising with ceding pension scheme providers to obtain pension transfer monies, ensuring all relevant information is obtained. Accurately processing pension investment/disinvestment instructions relating to new business, additional investments, reallocations and money out transactions. Pensions servicing activities e.g. employer contribution monitoring, group contribution processing, pensions on divorce etc. Pension benefits processing e.g. annuity purchase, income drawdown, phased income drawdown, death cases. Accurately processing monthly pension payroll. Providing a timely, pro-active and high quality service to clients at all times. Collating information for regulatory reporting. Handling both written and telephone enquiries from clients, advisers and 3rd party service providers. Identifying and reporting risks and breaches. Processing complaints. Liaising closely with other teams within Wealth at work and with 3rd party service providers. General administrative duties e.g. photocopying, scanning, filing. Essential Skills & Experience Required: A self-starter who can demonstrate good use of initiative, you will be someone who is flexible and adaptable with excellent communication skills coupled with accuracy and a high attention to detail in all aspects of service delivery. Educated to degree level. Previous experience of working in financial services is desirable but not essential. Excellent communication skills both written and verbal. Strong analytical and numerical skills - able to analyse, evaluate and interpret data. Proven time management skills with the ability to prioritise workloads and deal with urgent issues that arise and the ability to work as part of a team. Good working knowledge of Word, Excel, Outlook, etc. Skills / Experience required A self-starter who can demonstrate good use of initiative, you will be someone who is flexible and adaptable with excellent communication skills coupled with accuracy and a high attention to detail in all aspects of service delivery. Educated to degree level. Previous experience of working in financial services is desirable but not essential. Excellent communication skills both written and verbal. Strong analytical and numerical skills - able to analyse, evaluate and interpret data. Proven time management skills with the ability to prioritise workloads and deal with urgent issues that arise. Good working knowledge of Word, Excel, Outlook, etc. Ability to work on own and as part of a team. Desirable Ideal candidates will be studying towards a professional pension qualification e.g. Pensions Management Institute or Chartered Insurance Institute pension qualifications. Extensive benefits list, negotiable salary and the opportunity to study is available with this role Please note this role is fully office based Purchasing Professionals is an Independent Recruitment Company specialising in all Head Office vacancies including Accountancy & Finance, Financial Services, HR, Procurement, Operations, Logistics, Legal, Property, E-Commerce, IT, Customer Services, Marketing, Commercial and Business Support, from Trainee to Director level.
I am currently recruiting for an Independent Wealth Management Firm who require an ambitious recent Graduate who is looking to carve out a career within Wealth Management. Strong academics, professional degree and great attitude is all you need! My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator, you will further your knowledge and skills and you will have the opportunity to step into a Trainee Paraplanner role at a point in the future and continue to develop your skills and knowledge further. You will be given full training and mentoring to help you achieve your career aspirations. You will be based in a support role, where you will be giving support to Advisers and Paraplanners and working across pensions, investments, and protection. Dealing with HNW clients, this role is an exciting opportunity for a graduate who is willing to start at the bottom and be supported to work your way up. Full study support and mentoring will be provided. The role is 4 days in the office and 1 day from home. If you are looking for a graduate, elementary opportunity in Wealth Management that can offer you full career progression and study support, with a client that can support your development, provide you with excellent benefits and just a great working environment to be part of then please send your CV to Ursula Sloan
Dec 08, 2022
Full time
I am currently recruiting for an Independent Wealth Management Firm who require an ambitious recent Graduate who is looking to carve out a career within Wealth Management. Strong academics, professional degree and great attitude is all you need! My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator, you will further your knowledge and skills and you will have the opportunity to step into a Trainee Paraplanner role at a point in the future and continue to develop your skills and knowledge further. You will be given full training and mentoring to help you achieve your career aspirations. You will be based in a support role, where you will be giving support to Advisers and Paraplanners and working across pensions, investments, and protection. Dealing with HNW clients, this role is an exciting opportunity for a graduate who is willing to start at the bottom and be supported to work your way up. Full study support and mentoring will be provided. The role is 4 days in the office and 1 day from home. If you are looking for a graduate, elementary opportunity in Wealth Management that can offer you full career progression and study support, with a client that can support your development, provide you with excellent benefits and just a great working environment to be part of then please send your CV to Ursula Sloan
Please apply DIRECTLY on our Barnett Waddingham Careers Page Would you like to train as aTechnical Training & Qualifications Assistant with an attractive career pathway? Are you looking for a change of career or is this the exciting start you've been seeking? With over 1500 across 9 UK offices, we are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and click apply for full job details
Dec 06, 2022
Full time
Please apply DIRECTLY on our Barnett Waddingham Careers Page Would you like to train as aTechnical Training & Qualifications Assistant with an attractive career pathway? Are you looking for a change of career or is this the exciting start you've been seeking? With over 1500 across 9 UK offices, we are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and click apply for full job details
Elevation Recruitment Group
Worksop, Nottinghamshire
Elevation Accountancy & Finance are currently working with a well-established business in Worksop who are looking to recruit a Payroll Administrator to support their payroll team on a permanent basis.You will be joining a close-knit Payroll Team, that have responsibility for the production of payroll for two divisions within the business, operating on both monthly & weekly cycles. Key Responsibilities will include:? Input information onto the payroll system to enable accurate and appropriate payments? Accurately import and cost Payroll data liaising with the Deputy Payroll Compliance Manager / Payroll Compliance Manager and HR departments to ensure validity of data? Ensure pension deductions are correctly applied and deducted in line with company procedures and auto enrolment? Reconcile and process pension payments on a monthly basis? Processing of statutory documentation? Process ad-hoc payment requests? Assist in the production of up-to-date reports for all stakeholders so that information is current and accurate? Produce regular ad-hoc statistics and reports, as required, to ensure that accurate up to date information is readily available? Deal with all associated administration tasks to ensure that the payroll function runs smoothly and effectively? Support other team members to ensure the efficiency of the department is met? Communicate effectively, both written and verbal, with all internal and external stakeholders, in line with company policy and proceduresSkills & Experience: ? Good Excel skills? Previous experience within a Payroll Department.? A sound knowledge of HMRC rules and regulations.If you think you match the criteria for this role apply now if you are interested.Elevation Accountancy & Finance focuses on the recruitment of talented Accountancy and Finance professionals across all levels, from entry level trainees through to post qualified accountants.
Dec 06, 2022
Full time
Elevation Accountancy & Finance are currently working with a well-established business in Worksop who are looking to recruit a Payroll Administrator to support their payroll team on a permanent basis.You will be joining a close-knit Payroll Team, that have responsibility for the production of payroll for two divisions within the business, operating on both monthly & weekly cycles. Key Responsibilities will include:? Input information onto the payroll system to enable accurate and appropriate payments? Accurately import and cost Payroll data liaising with the Deputy Payroll Compliance Manager / Payroll Compliance Manager and HR departments to ensure validity of data? Ensure pension deductions are correctly applied and deducted in line with company procedures and auto enrolment? Reconcile and process pension payments on a monthly basis? Processing of statutory documentation? Process ad-hoc payment requests? Assist in the production of up-to-date reports for all stakeholders so that information is current and accurate? Produce regular ad-hoc statistics and reports, as required, to ensure that accurate up to date information is readily available? Deal with all associated administration tasks to ensure that the payroll function runs smoothly and effectively? Support other team members to ensure the efficiency of the department is met? Communicate effectively, both written and verbal, with all internal and external stakeholders, in line with company policy and proceduresSkills & Experience: ? Good Excel skills? Previous experience within a Payroll Department.? A sound knowledge of HMRC rules and regulations.If you think you match the criteria for this role apply now if you are interested.Elevation Accountancy & Finance focuses on the recruitment of talented Accountancy and Finance professionals across all levels, from entry level trainees through to post qualified accountants.
Trainee Pensions Administrator The UKs leading independent investments, pensions and insurance consultancy are seeking an ambitious, bright and dedicated Graduate to join their pensions admin department. £23,000 Annual pay rises Discretionary bonus 9.30am - 5.30pm 21 days holiday rising to 26 Life assurance Pension Study support Genuine opportunity for progression with a structured career path and training programme along with full study package for professional qualifications. Job Overview; Working as part of a team of committed professionals who give clients the highest level of service. You will be working on a number of client accounts and as you develop you will take on more responsibility and a greater variety of work. Person Specification; Educated to A level, Degree or equivalent level (Business, Maths, Economics or similar) Must be career minded Happy to study towards professional qualifications (QPA, PMI etc) Good maths and analytical skills Professional, team player, keen to progress Refer a friend and get £100! If you have a friend who is also searching for a job in the Leatherhead or Surrey area, recommend Optima to them and if we place them (providing they complete their 3 month probation period), you will receive a £100 retail voucher of your choice! Optima Recruitment specialists in Permanent & Temporary Recruitment, including; Administration, Secretarial & PA, Accounts & Finance, Graduate Opportunities, Human Resources, Recruitment Consultancy, Sales & Marketing, Customer Service and Legal. We appreciate the time you took to apply for this vacancy, however due to the high level of applications that we receive, we can only respond to successful candidates. In the meantime, please check out our website to read more about our company and privacy policy.
Dec 06, 2022
Full time
Trainee Pensions Administrator The UKs leading independent investments, pensions and insurance consultancy are seeking an ambitious, bright and dedicated Graduate to join their pensions admin department. £23,000 Annual pay rises Discretionary bonus 9.30am - 5.30pm 21 days holiday rising to 26 Life assurance Pension Study support Genuine opportunity for progression with a structured career path and training programme along with full study package for professional qualifications. Job Overview; Working as part of a team of committed professionals who give clients the highest level of service. You will be working on a number of client accounts and as you develop you will take on more responsibility and a greater variety of work. Person Specification; Educated to A level, Degree or equivalent level (Business, Maths, Economics or similar) Must be career minded Happy to study towards professional qualifications (QPA, PMI etc) Good maths and analytical skills Professional, team player, keen to progress Refer a friend and get £100! If you have a friend who is also searching for a job in the Leatherhead or Surrey area, recommend Optima to them and if we place them (providing they complete their 3 month probation period), you will receive a £100 retail voucher of your choice! Optima Recruitment specialists in Permanent & Temporary Recruitment, including; Administration, Secretarial & PA, Accounts & Finance, Graduate Opportunities, Human Resources, Recruitment Consultancy, Sales & Marketing, Customer Service and Legal. We appreciate the time you took to apply for this vacancy, however due to the high level of applications that we receive, we can only respond to successful candidates. In the meantime, please check out our website to read more about our company and privacy policy.
Shape better services as a Finance Administrator We have an exciting opportunity for someone looking to join our growing team to train and start their career in finance or pensions administration. You will be part of a large team providing finance and pension administration services for a large number of clients and their members click apply for full job details
Nov 29, 2022
Full time
Shape better services as a Finance Administrator We have an exciting opportunity for someone looking to join our growing team to train and start their career in finance or pensions administration. You will be part of a large team providing finance and pension administration services for a large number of clients and their members click apply for full job details
Trainee Technical Pensions Administrator - Numerical Graduate Reading - £competitive Salary / Flexible Working & Excellent Benefits Package / Qualification Sponsorship. A leading UK Financial Services Group who provides Pension & Investment Consultancy services to many of the UK's largest Companies are looking to recruit into their expanding Technical Pensions Team. The team you would be joining manage Pension Schemes of FTSE 100 & 250 companies, which involves a high degree of complex calculations work, technical administration, processing transactions and producing client correspondence. The company offer training & development programmes, pensions qualification sponsorship which can lead to a challenging and lucrative consultancy career, flexible working and many other benefits and initiatives designed to create an excellent working environment, career progression opportunities for all and a good work / life balance. This role involves working on a portfolio basis, working with set clients covering and learning all aspects of Pensions Administration. You will rotate through clients providing you with an opportunity to develop your knowledge, expertise and skills, being supporting by Senior Pensions Administrators every step of the way. Specifics of the role include - Handling all requests for scheme changes including processing retirements, transfers, new entrants and leavers. Learn to perform complex manual pension calculations. Process automated pension calculations, checking process and ensuring accuracy. Manage a range of internal & external queries, including payroll departments, HMRC, DWP and clients. Produce a range of client correspondence, resolving queries and outlining updated pension scheme positions. Update all systems and databases Work closely with other departments to ensure clients receive a complete service across pensions administration, payroll, and consultancy. Assist with client projects. Develop a firm understanding of different schemes, enhancing your knowledge and capabilities. This is an excellent opportunity for a Graduate or someone with strong numerical skills to join a company who will invest heavily in your development. You must be able to demonstrate a willingness to learn new skills and become focused on developing a career in the Pensions sector. The Pensions sector is a huge growth industry and offers a diverse range of careers in Consultancy, Technical Administration, Communications, IT and Project Management. For more information, please contact Richard Garbett.
Dec 05, 2021
Full time
Trainee Technical Pensions Administrator - Numerical Graduate Reading - £competitive Salary / Flexible Working & Excellent Benefits Package / Qualification Sponsorship. A leading UK Financial Services Group who provides Pension & Investment Consultancy services to many of the UK's largest Companies are looking to recruit into their expanding Technical Pensions Team. The team you would be joining manage Pension Schemes of FTSE 100 & 250 companies, which involves a high degree of complex calculations work, technical administration, processing transactions and producing client correspondence. The company offer training & development programmes, pensions qualification sponsorship which can lead to a challenging and lucrative consultancy career, flexible working and many other benefits and initiatives designed to create an excellent working environment, career progression opportunities for all and a good work / life balance. This role involves working on a portfolio basis, working with set clients covering and learning all aspects of Pensions Administration. You will rotate through clients providing you with an opportunity to develop your knowledge, expertise and skills, being supporting by Senior Pensions Administrators every step of the way. Specifics of the role include - Handling all requests for scheme changes including processing retirements, transfers, new entrants and leavers. Learn to perform complex manual pension calculations. Process automated pension calculations, checking process and ensuring accuracy. Manage a range of internal & external queries, including payroll departments, HMRC, DWP and clients. Produce a range of client correspondence, resolving queries and outlining updated pension scheme positions. Update all systems and databases Work closely with other departments to ensure clients receive a complete service across pensions administration, payroll, and consultancy. Assist with client projects. Develop a firm understanding of different schemes, enhancing your knowledge and capabilities. This is an excellent opportunity for a Graduate or someone with strong numerical skills to join a company who will invest heavily in your development. You must be able to demonstrate a willingness to learn new skills and become focused on developing a career in the Pensions sector. The Pensions sector is a huge growth industry and offers a diverse range of careers in Consultancy, Technical Administration, Communications, IT and Project Management. For more information, please contact Richard Garbett.
Assistant / Trainee Pensions Administrator (DB) Flexible Working & Qualification Sponsorship London - £23,000 - £26,000 experience dependant An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for an ambitious individual with some DB Pensions Administration experience to join their growing team...... click apply for full job details
Dec 01, 2021
Full time
Assistant / Trainee Pensions Administrator (DB) Flexible Working & Qualification Sponsorship London - £23,000 - £26,000 experience dependant An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for an ambitious individual with some DB Pensions Administration experience to join their growing team...... click apply for full job details