Job Description
Company Introduction
Our client specialises in retirement planning.
Job Responsibilities and Duties
- Carry out day-to-day pension administration duties, ensuring accuracy and adherence to internal procedures;
- Review and process KYC documentation and member instructions;
- Prepare and issue annual pension statements;
- Process income, investment, and payment instructions within established deadlines;
- Calculate pension income and lump sum payments in line with HMRC requirements and the Retirement Pensions Act;
- Liaise with investment companies, IFAs, and pension scheme members regarding pension-related matters;
- Ensure compliance with turnaround times, internal policies, procedures, and regulatory requirements;
- Assist Senior Management with ongoing and ad hoc reporting requirements;
- Provide a high level of customer service through professional communication via email and telephone;
- Support with general administrative duties as required.
Experience
- Previous experience in an administrative role;
- Strong verbal and written communication skills in English;
- Good business writing skills.
Personal Skills
- Strong organisational and time-management skills;
- Ability to work independently and manage multiple priorities effectively;
- High attention to detail and accuracy;
- Professional and client-focused approach;
- Strong communication and interpersonal skills;
- Proactive and reliable attitude with the ability to meet deadlines;
- Team player with a flexible and solution-oriented mindset.