Pension Administrator - IFA

Pension Administrator role for an independent financial advisor in Sheffield.  The firm advises a broad range of small to medium sized business in areas such as pensions, investments and employee benefits. 

Accountabilities 

  • Assist CRMs by managing initial implementation and on-going daily running of existing group pension arrangements.
  • Handling + resolution of client and CRM inquiries relating to new and existing pensions – managing liaison with CRMs/product providers/clients.
  • Process initial client AML (Anti-Money Laundering) requirements and plan establishment paperwork for approval by CRM
  • Create and fully maintain client files and records electronically and hard copy.

Key Skills

  • Strong analytical and numerical ability – ability to analyse and interpret data, evaluate data and draw conclusions and understand implications/actions required.
  • Windows computer packages including Adviser Office (1st Software), Hindsight, Exchange, and Microsoft Word, PowerPoint and Excel.
  • Ability to identify, diagnose, prioritise in order to offer a variety of solutions to solve problems. 

Knowledge     

  • Understanding of pension admin procedures in relation to the different providers and ensure that they conform to both standards set by the firm and the regulators.
  • All practices and disciplines including Investments, Corporate Pensions and Financial Planning.
  • Anti-Money Laundering, identification of suspicious transactions and activities and correct reporting format.

Qualifications

  • Beneficial - holder of Certificate in Life and Pensions (including relevant pension administration units)
  • Or - studying towards Certificate in Financial Planning
Salary: 
£18k - 25k per year + .
Location: 
Sheffield
Vacancy Type: 
Permanent
Vacancy Reference: 
00457