The role is responsible for the effective processing of tasks within the Pensions Transfers department. This includes but is not confined to; Settlements, Transfers, Account to Account Transactions and general customer queries.
Building good relationships with Customers, internal departments and external stakeholder whilst enabling you to have the opportunity to develop your career within a market leading company.
Requirements
Provide outstanding customer service to meet the requirements of both internal and external customers
Make customer contact via phone, email /letter to enable straight through processing, where appropriate
Timely and accurate processing of all customer documents and returned queries to ensure that customer’s needs are met
Adherence to the regulations that apply to the area that you are working in
Responsible for the processing of all departmental administration tasks, with a high degree of accuracy
Escalate any unresolved issues to the Specialists providing them with enough information to investigate the issue
Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality
Work as part of a team, supporting colleagues and promoting a positive work environment & team spirit.
Confident in delivering an efficient, consistent and high-quality service to our customers at every interaction.
Ability to move between tasks and departments as business needs require
Maintain the organisation’s first line of defence by ensuring individual adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance.
Make informed risk decisions and effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework
Benefits
Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
Life Assurance and Group Income Protection
Private Medical Insurance – Provided by Bupa
25 Days Annual Leave, plus bank holidays
Staff Discounts on our investment products
Personal & Well-being Fund – Supporting your physical and mental wellness
Retail Discounts – Savings at a wide range of high street and online retailers
Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle
Job title
Financial Services Administrator – Transfers Case Handler
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