Our client is seeking a dedicated Trainee Administrator to join their Occupational Pensions team. This role primarily involves the administration of local secondary pension schemes, with a strong focus on regulatory compliance. The successful candidate will report to the Occupational Pensions Manager and play a key role in supporting the team’s commitment to delivering high-quality service. This opportunity is ideal for those looking to develop their skills and grow within the financial services industry. Click here to read more.
Job Duties:
- Assist with the onboarding of new clients and members.
- Set up clients on relevant systems.
- Handle queries and requests from clients, members, and third parties.
- Assist with the payment of benefits to members and beneficiaries.
- Maintain an understanding of the Occupational Pensions team’s key regulatory requirements (with internal training and support).
- Assist the team in meeting its key regulatory requirements.
- Respond to compliance queries from team members.
- Liaise with internal and external parties to resolve client due diligence deficiencies.
- Follow processes to ensure accurate administration and record-keeping.
- Understand and apply client due diligence requirements in line with policies.
- Prepare documents for review and sign-off by authorised signatories.
- Develop knowledge of the team’s products and services.
- Deliver quality results while meeting deadlines.
- Undertake training as required.
- Support the team with system testing when needed.
- Take responsibility for personal development in line with agreed objectives.
- Undertake additional duties as they arise in response to the role’s demands and service development.
- Work collaboratively with colleagues across different departments, including Accounts, Compliance, Legal teams, and other offices.
- Contribute to building a trusting and respectful working environment.
- Help maintain a reputation for reliability within the team.
Job Requirements:
- Hard-working and well-organised.
- Strong communication skills and ability to work well in a team.
- Focused on delivering exceptional client service.
- Familiarity with Microsoft Word and Excel.
- Attention to detail and effective time management skills.
- Comfortable working with numbers.
- Willingness to learn and understand new software and systems.
- Solid understanding of client due diligence requirements.
- Open to candidates at the trainee level, including those looking to develop skills in financial services.
What You’ll Love:
Our client is committed to providing a collaborative and supportive working environment where your professional growth is a priority. They are dedicated to their mission of listening, understanding, planning, and delivering tailored solutions to their clients. With over 30 years of expertise, they offer a stable yet dynamic workplace, where you'll have the opportunity to learn, develop, and contribute to the company’s reputation for reliability and superior service.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
