One of Milton Keynes based clients require a Pension Administrator to work within their SIPP team (Self Invested Personal Pensions).
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.
* Con...