Pensions Administrator

We are looking for a Pensions Administrator to our clients pensions team with the processing of new business, pension transfers, and benefit calculations.

Role:

  • Processing new business using the back office system
  • Arranging transfers from ceding scheme providers
  • Preparing welcome packs
  • Administering pension products, maintaining and updating client details, answering queries by phone, letter, and email
  • Processing withdrawal forms and dealing instructions
  • Ensuring records are accurate and compliant with regulations
  • Maintenance of client data within the primary back office system
  • Assisting with financial transactions, completing payment requisition and obtaining appropriate back-up, as required
  • Dealing with ad hoc requests – phone, letter, and email
  • Scanning, filing, and linking documents
  • Keeping up-to-date with pension and tax laws
  • Meeting set targets, service level agreements, KYC, Due Diligence

Profile:

  • Previous experience working in a financial services environment ideally within a pension’s team
  • Experience with: Establishing new clients, Money in and out administration, Carrying out investment instructions,   
  • Calculating retirement and death benefits
  • Must have keen attention to detail
  • Able to meet deadlines without compromising work quality
  • Organised and flexible in approach and able work under pressure
  • Educated to at least GCSE level specifically with passes in English and Maths
Job Category: Administration Pensions
Job Type: Full Time
Job Location: Gibraltar

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