Senior Pensions Administrator

Posted 7 October by MB Fitzgerald
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MB Fitzgerald are working with a London based IFA who are in the market for a Senior Pensions Administrator to join their team.

This is a new role that is a direct result of the continued growth and progression of this forward thinking business.

Responsibilities:

  • Speaking with pension and insurance companies to obtain information
  • Liaising with clients and pension schemes both in the UK and abroad
  • Preparing of pension reports and undertaking basic pension and cashflow analysis
  • Preparing packs to be sent with advice reports
  • Assembling pension transfer packs (in the UK and abroad)
  • Preparing packs for investment reviews
  • Database management
  • Helping train junior staff
  • Ad hoc and other tasks as required by the company

The ideal candidate will:

  • be trustworthy, diligent, conscientious and honest
  • be able to follow detailed instructions
  • show initiative to sort out a problem which may arise
  • have a strong duty of client care and excellent attention to detail
  • be fluent in English
  • have a professional phone manner and clear phone voice
  • be fluent in Microsoft Office including Excel, Outlook and Word
  • have good computing and IT capabilities
  • have the ability to learn new skills
  • have a minimum of 5 GCSEs (or equivalent) grade A to C preferably in suitable/relevant subject matters

At least 3 years' pensions administration experience is essential, with both DB and DC schemes

Reference: 38143582

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