At a Glance
- Tasks: Manage client accounts, assist with payroll, and handle queries in a dynamic team.
- Company: Join Organon Trustees, a leader in bespoke pension solutions for high net worth clients.
- Benefits: Competitive salary, pension scheme, life assurance, and 22 days annual leave plus bank holidays.
- Other info: Full-time role in Stockport with supportive team and opportunities for industry qualifications.
- Why this job: Kickstart your career in financial services with full training and excellent progression opportunities.
- Qualifications: Passion for quality work, strong communication skills, and attention to detail required.
The predicted salary is between 25000 - 26000 £ per year.
Organon Trustees, part of K3 Advisory Group, is a specialist provider of bespoke self-invested pension solutions to professional advisers and their High Net Worth clients. We are a well-established player in the self-invested pensions sector but retain an absolute commitment to providing a first class, professional but personal service. We have an opportunity to join the team as a Pensions Administrator, where you will work with a pension services team with excellent technical knowledge and practical know how. The role comes with full on the job training, which requires working onsite full time at our office in Stockport (SK4). It is ideal for recent university leavers or those with an interest in pursuing a career in financial services. There is excellent scope for career progression and full support will be provided for further industry recognised qualifications.
Job description:
- Reconciliation of client bank accounts.
- Maintenance of client databases.
- Assistance with monthly and annual payroll runs for client accounts.
- Raising payment instructions from client accounts via online banking.
- Raising and issuing invoices to clients and third parties.
- Dealing with new business applications.
- Calculating and processing benefit payments and reviews.
- Preparation of initial, annual and ad-hoc projections and illustrations.
- Liaison with insurers / investment managers regarding new investments, transfers, asset valuations etc.
- Dealing with member / intermediary queries by email, letter, telephone and face-to-face.
- Maintaining and developing positive working relationships with clients, financial advisers and other professional intermediaries.
- General office duties, including filing, scanning, dealing with incoming / outgoing post etc.
- Involvement in other technical and administrative projects in accordance with business needs.
Requirements:
- Show passion in delivering high quality work for all our clients and other members of the team.
- Ability to organise and prioritise workloads to meet set deadlines.
- Good communication skills.
- At all times calm, welcoming and genuinely customer focused.
- Must have a keen eye for detail.
- IT literate.
- Any previous knowledge or experience of financial services would be advantageous.
Summary:
9am – 5pm, Monday – Friday (1 hour unpaid lunch). £25-£26K p/a (dependent on experience), money purchase pension scheme, life assurance, 22 days annual leave (plus bank holidays) rising with service.
Pensions Administrator in Stockport employer: K3 Advisory Group
At Organon Trustees, we pride ourselves on being an excellent employer, offering a supportive work culture that values personal development and professional growth. Our Stockport office provides a collaborative environment where you will receive comprehensive training and mentorship, ensuring you are well-equipped to excel in your role as a Pensions Administrator. With a commitment to career progression and industry-recognised qualifications, we empower our employees to thrive while delivering exceptional service to our High Net Worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Pensions Administrator in Stockport
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We think you need these skills to ace Pensions Administrator in Stockport
Some tips for your application 🫡
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How to prepare for a job interview at K3 Advisory Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with K3 Advisory Group.
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