SIPP Administrator (Benefits Team)

Job Description:

To administer pension business within Customer Services, providing a high standard of service to our customers by ensuring strong service levels and quality standards are maintained. Supporting colleagues with technical, compliance, or complex queries and providing ongoing coaching and training as appropriate. Supporting your team manager and senior team members to ensure the smooth running of the team.

Team Responsibilities:

• Provide Pension Administration services to FNZ Clients, including dealing with FST servicing and SIPP Cash Management activities.

Specific Role Responsibilities:

• Ensure an excellent understanding of the products administered to ensure our customers receive the best service.
• Motivate colleagues and encourage teamwork to ensure effective and courteous handling of all customer communications, manage customer expectations, fulfill promises, and promptly address any dissatisfaction.
• Complete daily allocated work and tasks, ensuring productivity levels are met, and allocate work to team members as needed within service standards.
• Maintain quality auditing standards, complete audits, and provide feedback and coaching to prevent errors.
• Process and authorize work and financial transactions within control guidelines to minimize risks, taking responsibility for any customer dissatisfaction or breaches and using these as opportunities for improvement.
• Continuously review processes to identify areas for improvement and cost reduction to benefit customers and the company.
• Provide training and support to colleagues on key processes, ensuring compliance and effective communication of updates.
• Own personal development to enhance skills and experience.
• Participate in client meetings, workshops, and audits as required.
• Comply with training and development standards, including CPD requirements.

Qualifications and Experience:

• Significant pension and investment operations experience.
• Good knowledge of UK markets, with some knowledge of European and global markets.
• Industry-recognized qualifications such as IOC, Investment Certificate, or CFA are desirable.

Skills and Attributes:

• A proactive, adaptable approach, willing to learn quickly.
• Self-starter with high problem-solving and quantitative reasoning skills.
• Ability to work well in a team and build relationships with stakeholders.

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