Pension Data Administrator
This is a progressive UK-wide independent financial advice business that specialises in all aspects of savings, investments and retirement planning to individuals. Through successful partnerships they deliver independent financial advice to their customers.
You will be responsible for handling all Transfer Value Comparator Reports and queries for the RAP Advisory Team.
Obtain accurate TVC Reports and perform any reruns for advisers’ meetings with clients and for the recommendation report writing utilising a third party TVC system.
Assess advisers’ and file documentation in accordance with the Company’s compliance requirements to process the appropriate reruns and amendments.
Obtaining and formatting as required member data from sponsoring companies, trustees or scheme administrators.
Receive and process all member data onto iO for bulk exercises.
Receive and file appropriately all member data for ongoing exercises.
Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
What’s needed for me to be considered?
Basic knowledge of the financial planning market including different providers’ products and services.
Basic knowledge of DB Pension work and the requirements for a TVC Report.
Minimum of one years’ experience in an IFA/Wealth Management environment.
Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role.
Attainment of or studying towards Diploma in Financial Planning is desirable
Experience of Intelligent Office back-office system is an advantage
Experience of TVC (TVAS) Systems
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!
Job Synonyms: Pension Administrator, Pension Administration