Job Description
Company Introduction
Our client specialises in retirement planning.
Job Responsibilities and Duties
- Review and process application forms, KYC documents, welcome packs, investment packs, discharge forms, investment forms, dealing instructions, withdrawal instructions, IFA fee requests, and other payment requests;
- Calculate income and lump-sum payments in full compliance with HMRC rules and the Retirement Pensions Act;
- Execute trades for foreign currency exchanges and ensure timely fund transfers;
- Ensure all retirement benefits are paid to Members on their due dates, and that IFA fees and annual management fees are processed promptly;
- Review and submit HMRC reports accurately and within deadlines;
- Liaise effectively with Investment Companies, Ceding Pension Companies, IFAs, and Members;
- Adhere to turnaround times, internal policies, procedures, and regulatory standards;
- Maintain positive client relationships and provide professional support;
- Stay informed of changes in pension legislation and regulations;
- Perform general administrative tasks as required;
- Report to the Team Leader and provide updates on assigned responsibilities.
Experience
- Experience in pensions, funds, or insurance is a plus, but not required as comprehensive training will be provided;
- Excellent verbal and written communication skills in English.
Personal Skills
- Strong business writing and correspondence abilities;
- Ability to work independently, manage multiple tasks, and prioritise effectively.