Courtiers Wealth Management
Courtiers Wealth Management

Careers

Pension & Investment Administrator

Henley-on-Thames

We are looking for a suitably experienced and qualified individual to join our Pension & Investment Administration team based in Henley or Witney.

Main Purpose of the Role:

  • To provide an efficient and consistent administration service to clients, ensuring high and accurate standards of work at all times
  • Previous SIPP pension and DB pensions work essential
  • Develop positive communication and working relationships with both clients and internal advisers
  • Identify and resolve problems that may arise with day to day work issues in the department
  • You will, at all times, be operating under strict regulatory and legislative regulations and follow internal procedures and systems
  • The role requires a competent and experienced Administrator who can focus on the day to day administration, and will be expected to deal with all basic issues that arise, but also have the knowledge, expertise and capability to recognise more complex issues, which may need to be discussed and resolved in conjunction with compliance
  • To achieve our client objectives by utilising our own in-house retail investment products and investment funds

 

Duties and Responsibilities:    

  • Accurately record, update and respond to client and adviser queries whether via telephone, email or in writing. Facilitate good service delivery at all times
  • Liaising with clients and 3rd party companies over the telephone and in writing
  • Provide support and technical expertise in delivering ad-hoc client requests
  • To recognise potential instances of fraud and money laundering and, where agreed, report these instances to the Money Laundering Reporting Officer
  • To assist the Compliance Officer in identifying, investigating and rectifying rule breaches and assist in fulfilling any associated reporting requirements.
  • Act as “mentor” to other administrators at time of new business acquisition
  • To monitor proposed changes in legislation with particular relevance to the Courtiers SIPP
  • Ensuring good audit trails on Adviser Office and Volume
  • Deal with all ad-hoc administration queries as requested by the Head of Pension & Investment Administration
  • Maintaining and updating the Pension & Investment Administration procedures/manual
  • Contribute to corporate development and prosperity, assist other staff and be involved with their training as required
  • In time train to deal with the application processing for all new business (ISA, Offshore and Collective schemes) for clients including transfers, surrenders, retirements, annuities, pension transfers and investment business including all client communications around these processes
  • Set up client portfolios on dealing system (Pulse)

Interested? Apply for the role

1Your details
2CV