3 дня назад
Self-Invested Administration Officer (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Self-Invested Administration Officer (Pension Administration): Administering customer and adviser requests for self-invested products, including pension servicing, money-out transactions, and bereavement support with an accent on service quality, productivity, and regulatory compliance. Focus on processing financial transactions under IFC, CASS, and SYSC rules, maintaining process accreditation, and identifying improvements to customer experience and operational efficiency.
Location: Hybrid, Basingstoke, United Kingdom
Salary: Competitive, plus training and benefits.
Company
provides a global end-to-end wealth management platform integrating technology with business and investment operations for financial institutions.
What you will do
- Administer customer and adviser requests relating to self-invested products.
- Provide pension administration services, including general servicing and money-out transactions.
- Support advisers and bereaved family members through the bereavement process.
- Complete allocated daily work while meeting productivity, quality, and service-level standards.
- Process and authorise permitted financial transactions in line with IFC, CASS, and SYSC requirements.
- Identify process improvements that enhance customer experience or reduce costs.
Requirements
- Excellent customer service skills.
- Strong attention to detail.
- Ability to manage time independently and deliver work to deadlines.
- Ability to innovate and suggest improvements.
- Completion and successful passing of all mandatory training by the required deadlines.
Culture & Benefits
- Six-month fixed-term contract.
- Training and excellent benefits.
- Career development opportunities within a global wealth management company.
- Supportive operations environment with opportunities to contribute to process improvement.
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