We are recruiting for several Pensions Administrators to join our team in Belfast. These are hybrid roles; the successful applicants will be working from the office with the opportunity to work from home once training is complete.
MORE ABOUT THE ROLE:
As a Pensions Administrator, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of our clients’ financial affairs - within agreed procedures and regulations.
The role is fundamental to the success of Mattioli Woods, and as a Pensions Administrator, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.
Other responsibilities may include, but are not limited to:
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develop and maintain good working relations with internal and external contacts
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plan, organise and prioritise workload to be completed within agreed service standards
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regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
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proactively support colleagues, clients, and financial advisers in a prompt and efficient manner
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work closely with the consultants to support and ensure clients’ needs are met
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work closely with colleagues in the team and make an active contribution to the section/business unit
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attend training sessions, maintain own training files, and develop relevant knowledge and skills
The successful applicant will:
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have a minimum 3 years’ experience in a similar role
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possess an understanding of financial services and SSAS/SIPP pension schemes
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have excellent customer service skills and attention to detail
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be able to proactively manage client affairs in a prompt and efficient manner
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have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
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have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
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be honest and resilient, with the ability to resolve issues sooner rather than later
BENEFITS PACKAGE:
In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your benefits package includes the following:
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group pension
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life assurance
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income protection
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health cash plan
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plus a choice of voluntary benefits
It is flexible so that means you can pick benefits to suit you!#
Top Skills
Mattioli Woods Belfast, Northern Ireland Office
48‑60 High Street, 6th floor, River House, Belfast, United Kingdom, BT1 2BE
