Pensions Process Lead

Job Title/Location: Pensions Process Lead, Surrey/WFH Salary: negotiable, average bonus 11% c.(£3,500) pension contribution to 13% c.(£4,100) WFH: 2 days office, 3 days WFH - some flexibility around this Requirement priorities: Must have re-registration experience within a SIPP or ISA environment Role snapshot: Managing client instructions (inc. re-reg) from start to finish, providing status updates to Relation Managers. The Company/Team: This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This is one of the fastest growing areas of the business, processing the core elements of SIPP administration inc. transfers in/out, benefit calculations and payment, death & divorce cases and more. The Role: This Pensions Process Lead role is responsible for managing client instructions (including re-registrations) from start to finish, providing status updates to the Relation Managers during the on-boarding process. You will also liaise with various 3 rd parties (fund managers / providers), working with cross functional teams, producing reliable MI about the work and cases. Key responsibilities include: Assisting in Book moves of advisors for their large client base Catering to new book moves liaison with Account Managers Providing white glove service for ring-fenced cases Manage client complaints and escalations Contact platforms and fund managers to work on ageing and stuck cases Providing analysis to improve the client experience to core operations managers Experience/Skills Required: For this Pensions Process Lead role you must have re-registration experience from within a SIPP/ISA environment and you should have the ability to prioritise and organise effectively. Strong communication skills are very important, as is attention to detail, good numeracy skills and being a self-starter. Additional Information: The salary is negotiable with average bonus of 11% (£3,500) and company pension contribution to 13% (£4,100). There is an excellent benefits package, WFH flexibility (on average 3 days p/w WFH) and great opportunities to develop further. The Pensions Process Lead position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time. This job was originally posted as www.totaljobs.com/job/94277768

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