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Pensions administrator

Location: Bristol, Bristol Industry: Administration & Office
Salary: £8.21 per hour Contact: Rachel Waldron
Posted: 11 months ago Contact Email: rwaldron@meridianbs.co.uk

Pensions administrator - 25th January start - Bristol

Reporting to the Team leader, this is a challenging role, which provides the opportunity to work within a regulated environment in a professional manner. Working as part of a team, you will undertake a number of pension administration tasks, including the preparation and issue of various Customer Reports, Reconciling Bank & Cash Accounts and reconciling asset holding statements to our core computer system. You will be responsible for building and maintaining relationships with Third Parties, including IFAs, other financial institutions. You will be expected to take full ownership for managing work volumes and priorities and to produce work of the highest standards.

Key Responsibilities -

 Contacting third parties to obtain information either by telephone, letter or email

 Investigation of any differences of information between an Asset Provider records and the held data

 Referral of any identified differences

 Preparing Illustrations to support New Business and the issue of plan Valuations and Reviews

 Preparing & issuing Diarised and Ad hoc Plan Valuations

 Preparing & issuing Annual, Quinquennial and Ad Hoc Plan Reviews

 Preparing & issuing annual Tax Packs

 Dealing with any enquiries that may be received

 Taking forward issues which impact on service with both internal and external customers

 Provide exceptional customer service

 Working within the defined company policies and procedures as well as the Risk and Governance framework

You will demonstrate -

 Strong written and verbal communication skills

 Attention to detail

 Good numerical skills

 Good analytical and problem solving skills

 Familiarity with Microsoft Office applications

 Excellent Customer Service skills

 A team player and able to work independently using your initiative

 A flexible attitude and support the introduction of change

 Ability to assist in inspiring and maintaining an efficient, productive and well motivated team

This role is an immediate start on the 25th of January and we are interviewing straight away so please contact the office or send your CV by return.

Meridian Business Support is acting on behalf of our Client as a Recruitment Business.

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