Mattioli Woods
Pensions Administrator
Job Location
Job Description
We are recruiting for several Pensions Administrators to join our team in Belfast. These are hybrid roles; the successful applicants will be working from the office with the opportunity to work from home once training is complete.
As a Pensions Administrator, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of our clients financial affairs - within agreed procedures and regulations.
The role is fundamental to the success of Mattioli Woods, and as a Pensions Administrator, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.
Other responsibilities may include, but are not limited to:
develop and maintain good working relations with internal and external contacts
plan, organise and prioritise workload to be completed within agreed service standards
regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
proactively support colleagues, clients, and financial advisers in a prompt and efficient manner
work closely with the consultants to support and ensure clients needs are met
work closely with colleagues in the team and make an active contribution to the section/business unit
attend training sessions, maintain own training files, and develop relevant knowledge and skills
The successful applicant will:
have a minimum 3 years experience in a similar role
possess an understanding of financial services and SSAS/SIPP pension schemes
have excellent customer service skills and attention to detail
be able to proactively manage client affairs in a prompt and efficient manner
have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
be honest and resilient, with the ability to resolve issues sooner rather than later
BENEFITS PACKAGE:
In addition to excellent career progression with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your benefits package includes the following:
group pension
life assurance
income protection
health cash plan
plus a choice of voluntary benefits
It is flexible so that means you can pick benefits to suit you!#
ADZN1_UKTJ
Location: Ormeau, GB
Posted Date: 11/26/2024
Contact Information
| Contact | Human Resources Mattioli Woods |
|---|