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• Manchester
• Posted 11th Mar 2010
• 
• Posted by: Search Office Services
• Salary: £15,000 - £20,000 with bonus
• Job Type: Permanent
• Reference: 097857
• This job has been viewed 235 times since it was posted.

Job Description

My client, a multi-million pound organisation in Manchester , Manchester are seeking a Pensions Administrator. £15,000 - £20,000 with bonus.

This multi million pound turnover business will pay for training, development and financial services exams and are offering excellent career progression. My client will invest in your future and offer career development in terms of developing your knowledge, training and CF exams are also on offer

As an Administrator within the team, you will be expected to deal with IFAs and process their requests. You will also deal with a wide range of enquiries from scheme members, employers, financial advisers, lawyers and investment managers. You will communicate meaningful and relevant information on request, or produce in-depth reports. Duties include:

• Projections & statements

• Amending existing records

• Administering transfers

• Fund switches

• You will also liaise with scheme members, employers and investment managers. - Contact will predominantly be via telephone and email.- Opening up new SIPP accounts, sending out paperwork and acknowledgements

• Applying pension transfers, transfers in drawdown, contributions and investment cheques

• Cash and in-specie transfers out, contribution refunds

• Processing applications for internal/external investments and arranging payment

• Calculating client benefits, full/partial additional vesting, reviews

• Death benefits, pension sharing orders

• Processing property purchases from start to exchange and completion

• Rent and loan reconciliation, VAT return, unauthorised payments

• Answering calls, outbound calls and replying to emails - resolving queries

• Processing the daily banking, checking credits and debits; reconciling bank accounts

• Processing transfers out to other schemes

• Liaise with clients, IFA, stockbrokers, surveyors, solicitors on a daily basis

• Auditing client files

In order to be considered for this role, you must have:

• Life and pensions administration experience from either an IFA, trustee or provider or administration experience within financial services. We would also look at administration experience within banking and retail banking.

• Excellent numeracy and accuracy skills

• An advantage if you have completed any of the FPC/CF papers

• Good knowledge of financial services industry

• Experience of working to tight deadlines ~Good knowledge of the financial services industry

• Strong organisational skills

If you feel you match all of the above requirements and have the drive and ambition to succeed, and the desire to learn and develop then you're the person we're looking for! Our client are offering a great basic salary in the region of £15-£18k with performance related bonus and paid study bonus and excellent benefits (agy)