Compliance Administrator - Southern Home Counties

Circa £40,000 - Compliance / Legal / HR
Ref: 453 Date Posted: Monday 30 Mar 2020
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Job Title:                Pension Administrator

Location:                Sevenoaks

Remuneration:       Circa £35,000

 

Role Summary: To provide technical support and training for administration staff and advisers.  Check policy reviews and TVAS of client’s existing pension arrangements. Check quotes and suitability reports prepared by the advisers. 

Duties and Responsibilities

  • Keep up to date with pension rules and legislation changes.
     
  • Check (100%) reviews of client’s pension schemes and transfer value analysis.
  • Check (100%) the suitability reports carried out by the advisers.
  • Check (100%) of quotations.
  • Deal with complaints received, written and verbal, updating the Complaints Log.
  • Provide technical support and training to the administration teams.
  • Comply with all security and confidentiality policies.
  • Carry out due diligence of IFAs.
  • Carry out any other tasks that fall within the Compliance Team

Skills and Knowledge:

  • Good time management skills and ability to multi-task and prioritise work.
  • Attention to detail and problem solving skills
  • Good written and verbal communication skills
  • Detailed knowledge of both Defined Benefit and Defined Contribution schemes.

Be able to:

  • Use excel spreadsheets
  • Use Transfer Value Analysis System
  • Use IRESS database
  • Maintain up to date knowledge on pension rules and legislation

Key Performance Indicators

  • Achievement of service standards
  • Accuracy
  • Treating Customers Fairly

For further information pleas contact David Hill on 0797 999 6365, or email david@keillar.com