Job Description
Company Introduction
Our client specialises in retirement planning.
Job Responsibilities and Duties
- Review and process a range of pension-related documentation, including application forms, KYC documentation, investment instructions, withdrawal requests, and payment requests;
- Calculate income payments and lump sums in accordance with HMRC regulations and the Retirement Pensions Act;
- Set up and manage foreign currency trades, ensuring funds are transferred within required deadlines;
- Ensure retirement benefits, advisory fees, and management fees are processed accurately and on time;
- Review and prepare HMRC reports, ensuring timely submission;
- Liaise with investment companies, pension providers, IFAs, and members to ensure smooth processing of requests;
- Ensure all processes are completed within established turnaround times and in line with regulatory and internal requirements;
- Maintain strong relationships with clients and stakeholders;
- Stay up to date with changes in pension legislation and regulatory requirements;
- Provide general administrative support and assist with ad hoc tasks as required;
- Report directly to the Pensions Manager on ongoing tasks and issues.
Experience
- Minimum of 2 years’ experience in pensions, funds, insurance, or a related financial services environment;
- Strong written and verbal communication skills in English;
- Good business writing skills;
- Ability to manage multiple tasks and work independently.
Personal Skills
- Strong attention to detail and accuracy;
- Good organisational and time-management skills;
- Ability to work independently while maintaining a team-oriented approach;
- Proactive and responsible attitude towards tasks;
- Strong communication and interpersonal skills.