Trainee Pension Administrator

Company:  CV-Library
Location: Milton Keynes
Closing Date: 12/10/2024
Salary: £22,000 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
One of our Milton Keynes based clients have an excellent opportunity for a first/second jobber to join their SIPP team (Self Invested Personal Pensions) as a Trainee Administrator. Full training provided with long term career advancement. 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 - 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, Monday to Friday with one hour for lunch
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