Pension Finance Administrator
Milton Keynes
Key Responsibilities
The role holder will work as part of the Pensions team and fulfil a specific role which will be task oriented, carrying out clearly defined activities.
Ensure clients receive regular and effective communication which is professional and delivered to the highest standards
Maintain and develop good business relationships with internal and external customers
Escalate any problems, mistakes, backlogs or issues immediately to line manager
Assist with Payroll tasks
Bank Reconciliations
Report any breaches or complaints immediately to line manager and to Compliance
Where risks are identified, ensure these are documented and reported to the line manager and compliance
Achieve and maintain competence as required by the Company’s Training and Competence Scheme
Contribute to process reviews, constantly seeking ways to streamline and improve the way in which we deliver the service
Ensure all requests and work received from clients and IFAs are processed in line with laid down procedures, within regulatory timeframes and meet company service levels and standards and service level agreements
Provide support to the line manager to ensure the overall team objectives are met
Knowledge and Skills
Experience working in Financial Services / Finance preferred
AAT Level 2 or above preferred
Proficient in the use of Microsoft Office including Excel
Good organisation skills and able to prioritise
Demonstrate innovation and added value towards client’s needs
Working hours - Monday to Friday, 9am - 5pm most of the time, with 1 hour for lunch