Trainee Pension Administrator

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.