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Senior Associate -Retirement & Benefits

Location: SUTTON, SURREY Salary: 24000.00 - 29000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: FULL TIME Applications: 1
Posted: 5 months ago Reference: 3150182
The Client:
My client is a large corporate investment company with world class experience that spans over 50 years. They pride themselves on offering outstanding investment solutions and client services throughout 25 countries.

The Department:
Workplace Investing (WI) Operations supports and maintains pension administration services for a wide range of corporate clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery.

Purpose of your role:
The Retirement Team process retirement, death and divorce cases for members of DC Full Service Schemes. The role is key to providing uncompromising service to our clients and members.
• Ensure all allocated work is processed in a timely manner avoiding exposure to unnecessary risks in market movements
• Dealing with financial transactions, processing invoices and sales
• Processing administration packs for DC members
• To process work with a high level of accuracy
• To support the team members with queries in absence of manager
• To support management on MI and projects

Key Responsibilities:
• Accurately processing financial transactions for Retirement, Death and Divorce, including cases with Protected Tax Free Cash (PTFC) and Guaranteed Minimum Pension (GMP) calculations
• Quality checking PTFC and GMP calculations
• Prioritise and check thoroughly the accuracy and completeness of all aspects of own work and the work of others
• Ensure Administration work is within the expected standards in productivity, quality and response times
• Deal promptly and confidently with routine and non-routine enquiries by providing accurate information
• Ability to organise the day to day planning of workload

Experience and Qualifications Required:
• Prior experience in calculating Protected Tax Free Cash and Guaranteed Minimum Pension
• Prior pension experience / knowledge required
• Self-starter – demonstrates good use of initiative
• Flexible and adaptable, responds rapidly to changing agendas. Able to re-prioritise and organise effectively
• Communicator – effective written and verbal skills, with excellent attention to detail
• Decision maker – problem solving and solution orientated
• Numerate and computer literate (Excel, Word and PowerPoint)
• Accuracy and attention to detail in all aspects of service delivery, documentation and reporting
• The ability to question internal processes and encourage improvement
• Previous use of computerised record keeping systems is beneficial

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