Senior Pensions Administrator

Role overview

The successful candidate will join the team responsible for administering a bespoke suite of pension and personalised annuity arrangements for high-net-worth individuals. The Client Administration Team provide customer focused service to a broad range of clients with exacting requirements. The role is particularly diverse and will likely appeal to individuals that possess great attention to detail, are solutions focused and who relish a challenge.

A key part of the role would be to provide extensive support to the team to ensure continuity of the high-level service that is expected by our private clients. This role will play an integral part in our customer service and organisational strength of the team. Good verbal and communication skills are essential, along with a strong ability to multi-task. On the job training will be given on an on-going basis which will be supported by external courses, as and when required. In addition, full support will be given regarding professional study/ continuing professional development.

Job accountabilities

Day to day running of own portfolio of clients, this will include: 

• Processing complex investment solutions in a timely and accurate manner
• Liaising with professional intermediaries to source and implement tax, legal and investment advice
• Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
• Entity reviews – ongoing periodic reviews of entities as per risk classification
• Responding to queries raised via the Compliance Monitoring Program
• Processing of new business, liaising with compliance department
• Processing of internal and external payments
• Collection of fees and active chasing of any debtor positions
• Collation and review of financial data relevant to the entity
• Ongoing review of appropriateness of appointed third parties, such as investment and financial advisers
• Liaison with our respective departments regarding accounting and taxation issues
• Liaison with clients and intermediaries both by telephone and in writing
• Assist more junior staff with queries/problems being encountered and assist in the resolution thereof
• Adhere to scheme rules, policies and procedures and the relevant legislation
• Pro-actively raise issues to line manager
• Comply with compliance and risk procedures
• Provision of high quality and timely client service

Minimum education and experience

• Ideally educated to ‘A’ Level standard, or equivalent
• A minimum of three years’ relevant experience
• Attainment of a relevant professional Certificate

Required skills

• Experience of multi member schemes and EFURBS preferable
• Ability to multitask and respond quickly to client/intermediary requests
• Excellent communication skills
• Excellent attention to detail
• Good numeracy and computer skills
• A positive ‘can do’ attitude
• Previous experience of managing own portfolio of clients
• Good team player
• Ability to work to deadlines with the minimum of supervision

We are looking to receive applications from local applications not requiring a housing licence.

Commitment to diversity

We want you to bring your full self to work and maximise your potential. Praxis is a place where everyone
can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio-economic background.

Applying with a disability

We are committed to ensuring a great experience for colleagues with a disability. Once you get to the
selection stage, please let us know about any adjustments that you may require.

Apply

Thank you for your application. We receive a high volume of enquiries and aim to view and assess all
applications as soon as we can. We will do our best to respond to you.