At a Glance
- Tasks: Be the go-to person for technical queries on pensions and ISAs while managing daily admin tasks.
- Company: Join Fundment, a fast-growing wealth infrastructure company transforming client experiences.
- Benefits: Enjoy hybrid working, 28 days leave, enhanced parental leave, and private healthcare.
- Other info: Flexible work culture with opportunities for training and development.
- Why this job: Make a real impact in a supportive team while developing your career in a dynamic environment.
- Qualifications: Experience in UK investment platforms and knowledge of pension regulations are essential.
The predicted salary is between 35000 - 45000 £ per year.
Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a personable Senior Pensions Administrator to join our outstanding Team.
The Company
Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
As a Senior Pensions Administrator you will be the first line of response to Financial Adviser and client technical queries for ISAs and Pensions. Your knowledge and experience will supplement our client services, investments and transfers team, as they complete daily tasks. You will closely work with; and report into the Pensions Director to ensure all pension tasks are completed daily and work to a timetable of submitting regulatory reports.
Requirements:
- First line of support for the team on technical queries relating to pensions and ISA.
- Able to complete high volume daily pension administration tasks and respond to emails in a timely manner.
- Confident to answer technical questions and queries from advisers by telephone, delivering quality responses and handling complex cases with authority.
- Solid knowledge and proven ‘hands on’ experience of pension regulatory reporting.
- Strong team spirit and collaborative style, working within the operations team.
- Driven to improve processes, written documentation and to work with our engineering team to automate and streamline pension administration through the Fundment platform.
Essential Experience
- Substantial previous experience working for a UK investment platform that offers pensions, ISA and GIA accounts.
- Experience of complex pension administration including drawdown, death cases & regulator taxation payments.
- The ability to translate HMRC, FCA and other regulator rules to ensure our processes are compliant.
- Knowledge of how to submit HMRC Pension and ISA regular reporting including tax relief claims and annual submission.
- Obtained or working towards industry qualifications with either the CII or CISI/ Level 4 qualification is desirable.
Why join us?
Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of business aspects and understand how we improve efficiency and do things differently at Fundment.
We support our team with the flexibility to work on a hybrid basis, 3 days a week in our London office, ~28 days annual leave plus bank holidays, Enhanced maternity/paternity/adoption leave, Pension 6% employer contribution, Private healthcare, Medicash Cash Plan, Travel insurance, Life Assurance, Training and Development/Qualification Sponsorship.
Our Values at Fundment:
- Collaborative: We listen, communicate, and work together to achieve shared goals.
- Innovative: We constantly seek new ways to push the boundaries and improve our solutions.
- Supportive: We lift each other up, creating an environment where everyone can grow and succeed.
- Flexible: We adapt to the evolving needs of our team and clients, ensuring work-life balance and effective outcomes.
- Trustworthy: We build trust through consistency, transparency, and delivering on our promise.
We are happy to consider any reasonable adjustments that applicants may need during the recruitment process. We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia. No agencies please.
Senior DB Pensions Administrator - Hybrid working in London employer: Fundment
At Fundment, we pride ourselves on being an exceptional employer, offering a flexible and supportive work environment that fosters collaboration and innovation. As a Senior Pensions Administrator, you'll have the opportunity to make a meaningful impact while developing your skills in a rapidly growing company, with access to extensive benefits including enhanced leave, private healthcare, and professional development support. Join us in our London office and be part of a team that values trust, adaptability, and continuous improvement.
