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Pension & Investment Administrator - Oxfordshire

£32000 - £34000 per annum + Competitive Salary + Excellent Benefits
Pensions Admin/Analysts
South East
Job Type:
Post Date:
11-10-2018 05:01 PM
Ref #:
Pip Raffael

Pension & Investment Administrator

A fantastic opportunity for a Pension and Investment Administrator to join this Market leader in the world of Wealth management. Forming a dynamic team of 11, you will be processing the applications for all new business for clients, including transfers, surrenders, annuities, pension transfers and investment business, as well as liaising with clients and 3rd party companies, providing support and technical expertise in delivering ad-hoc client requests.
You will assist the Compliance officer in identifying, investigating and rectifying rule breaches relating and assist in fulfilling any associated reporting requirements, act as a mentor to the administrators at time of new business acquisition and prepare the SIPP review sheet and drawdown review illustration when requested, by advisers as part of client meeting pack. To be considered for this role you will have a sound understanding of the operation and application of Pensions administration, a good working knowledge of the concepts of HRMC rules and practice and experience within the Pensions Industry, especially with Money Purchase and SIPPs. In return you will receive a competitive salary and excellent benefits.

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