GPP Administrator, West Yorkshire
- UK - West Yorkshire
- £15000 - £20000 per annum
- Full-Time Permanent
- Financial Services - Quantitative Analytics
- Hays Insurance & Financial Services
- 12-12-08
Job Description
A prestigious IFA with Chartered Financial Planners status is seeking a GPP administrator due to organic growth. The company provides independent advice based on good understanding and strong client relationships to both personal and corporate clients.
The role will be to carry out the day-to-day pension administration for the designated GPP schemes within the unit, liaising with consultants to ensure that all clients receive an efficient and accurate service, whilst adhering to internal and client specific Service Standards.
Objectives of the role:
To provide high quality pension administration working closely with the relevant consultant to ensure that they are aware of any issues/opportunities that may arise.
Ensure client data is processed correctly and records are maintained in line with relevant legislation, regulatory and Company requirements.
Communicate and liaise with insurance companies and other third parties in an assertive manner to manage completion of new business processing.
Take responsibility for personal development to maintain and develop technical knowledge required in the performance of the role.
Skills and Knowledge:
Willing to progress with DPC/QPA or CFP to keep abreast of technical and legislative changes within the pensions sector.
Further study towards PMI/CII Diploma may also be required depending upon progression.
Strong organisational skills.
Strong communication skills, both written and verbal.
Ability to organise self, work under pressure and adhere to strict deadlines.
IT Literate, particularly Microsoft Word and Excel and any other operating system used (e.g. Profund, Foxpro, Advisor Office).
Personal Attributes and Personal Situation:
A trustworthy and diligent hard worker who will endeavour to produce work of the highest quality in line with company standards and client specific agreements
Organised and methodical, keeping a clear track of what work is outstanding and the agreed terms for completion.
Enthusiastic, open minded and with a willingness to embrace changes and new ideas aimed at improving the efficiency or quality of the work produced by the team or the wider company.
A team player who will act with integrity and respect in relation to clients and colleagues alike.
To show commitment and lead by example in relation to all, especially junior members of staff.
Responsibilities:
Your responsibilities include, but are not limited to, the following. The Company reserves the right to vary your responsibilities from time to time.
General:
To ensure that all meetings, enquiries and subsequent dealings with clients and other third parties are conducted in a professional manner and comply with the Company's procedures.
In conjunction with the relevant Consultant ensure that all cases for which you are responsible are set up immediately and monitored afterwards on a regular basis, and reviewed at least once per annum, where applicable.
To deal promptly and efficiently with all cases in arrears and other problem cases.
Candidates will ideally have experience within an IFA administering GPPs, though candidates with experience in other ares of pensions administration will also be considered.
This is an excellent opportunity to join a leading IFA and growing organisation where there will be opportunities in the future for progression for the strong candidates.
The role will be to carry out the day-to-day pension administration for the designated GPP schemes within the unit, liaising with consultants to ensure that all clients receive an efficient and accurate service, whilst adhering to internal and client specific Service Standards.
Objectives of the role:
To provide high quality pension administration working closely with the relevant consultant to ensure that they are aware of any issues/opportunities that may arise.
Ensure client data is processed correctly and records are maintained in line with relevant legislation, regulatory and Company requirements.
Communicate and liaise with insurance companies and other third parties in an assertive manner to manage completion of new business processing.
Take responsibility for personal development to maintain and develop technical knowledge required in the performance of the role.
Skills and Knowledge:
Willing to progress with DPC/QPA or CFP to keep abreast of technical and legislative changes within the pensions sector.
Further study towards PMI/CII Diploma may also be required depending upon progression.
Strong organisational skills.
Strong communication skills, both written and verbal.
Ability to organise self, work under pressure and adhere to strict deadlines.
IT Literate, particularly Microsoft Word and Excel and any other operating system used (e.g. Profund, Foxpro, Advisor Office).
Personal Attributes and Personal Situation:
A trustworthy and diligent hard worker who will endeavour to produce work of the highest quality in line with company standards and client specific agreements
Organised and methodical, keeping a clear track of what work is outstanding and the agreed terms for completion.
Enthusiastic, open minded and with a willingness to embrace changes and new ideas aimed at improving the efficiency or quality of the work produced by the team or the wider company.
A team player who will act with integrity and respect in relation to clients and colleagues alike.
To show commitment and lead by example in relation to all, especially junior members of staff.
Responsibilities:
Your responsibilities include, but are not limited to, the following. The Company reserves the right to vary your responsibilities from time to time.
General:
To ensure that all meetings, enquiries and subsequent dealings with clients and other third parties are conducted in a professional manner and comply with the Company's procedures.
In conjunction with the relevant Consultant ensure that all cases for which you are responsible are set up immediately and monitored afterwards on a regular basis, and reviewed at least once per annum, where applicable.
To deal promptly and efficiently with all cases in arrears and other problem cases.
Candidates will ideally have experience within an IFA administering GPPs, though candidates with experience in other ares of pensions administration will also be considered.
This is an excellent opportunity to join a leading IFA and growing organisation where there will be opportunities in the future for progression for the strong candidates.
- Zoe Priselac
- 191425
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