Senior Retirement Operations Analyst

Senior Retirement Operations Analyst

Full-Time 51750 - 63250 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support retirement account operations and ensure compliance with regulations.
  • Company: Apex Fintech Solutions, a leader in financial technology.
  • Benefits: Competitive salary, growth opportunities, and a supportive team environment.
  • Other info: Exciting career advancement potential in the retirement services sector.
  • Why this job: Join a dynamic team and make a difference in retirement services.
  • Qualifications: Finance degree, 2+ years in retirement or brokerage operations, strong regulatory knowledge.

The predicted salary is between 51750 - 63250 £ per year.

Apex Fintech Solutions seeks a motivated Operations Analyst to support the Retirements team in Belfast, handling retirement account operations, tax reporting, and compliance to ensure accurate processing and adherence to regulations.

Ideal candidates will have:

  • a finance-related degree,
  • 2+ years in retirement or brokerage operations,
  • strong knowledge of IRS rules, ERISA, and FINRA/SEC guidelines.

There are opportunities for growth within the retirement services domain.

Senior Retirement Operations Analyst employer: peak6group

Apex Fintech Solutions is an exceptional employer, offering a dynamic work environment in Belfast where employees can thrive in the retirement services sector. With a strong focus on professional development, we provide ample opportunities for growth and advancement, alongside a supportive culture that values compliance and accuracy in operations. Join us to be part of a team that prioritises innovation and excellence in financial services.

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Contact Details:

peak6group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Retirement Operations Analyst

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like peak6group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Senior Retirement Operations Analyst

Retirement Account Operations
Tax Reporting
Compliance
IRS Rules Knowledge
ERISA Knowledge
FINRA Guidelines Knowledge
SEC Guidelines Knowledge

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to peak6group.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on peak6group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at peak6group

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 peak6group.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at peak6group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former peak6group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.