Pensions & Investment Associate

at  Quai Digital

Overall purpose of the job:
Reporting into one of two Operations Admin Team Leaders, it is the responsibility of the
Pensions & Investment Associates to complete a multitude of varied processes for our
clients whilst ensuring adherence to all Service Level Agreements and maintaining
excellent attention to detail and customer service.
Main Activities:
- Processing and checking all aspects of product and investment administration,
for SIPP, PP, ISA, GIA, LISA
- Liaising with our clients via email regarding their investor’s accounts
- Ensuring that all tasks are completed within SLA
- Completion of all regular daily, weekly, and monthly tasks following a team
checklist
- Help to manage a very busy mailbox with queries from clients, Independent
Financial Advisers, and Product Providers
- Organisation of the daily post received and distributing of workload within the
team
- Ensuring that all team members receive regular and relevant feedback following
the checking of their work
- Assisting in the cross training of all team members
- Documenting new and reviewing existing procedures to ensure that they are
always kept up to date and can be used as a training aid
- Evaluating current processes and proposing efficiencies to the Team Leader
- Providing assistance with internal projects and new client on boarding
- Completing ad hoc administration support for the Team Leader & Operations
Manager
Knowledge, Skills, and Personality:
- Previous experience and knowledge of retail financial products (SIPP, ISA, GIA,
LISA) is highly desirable
- Excellent communication skills (verbal and written) and the ability to liaise with
employees across all levels
- Ability to work within an extremely challenging and busy environment
- Have a passion for providing excellent customer service to our clients and their
investors
- Highly organised, with the ability to prioritise workloads and have excellent
attention to detail
- Be flexible and a strong team player to collectively achieve deadlines
- Have a positive and can do attitude
- Diplomatic and professional at all times
Education, qualifications, and special training:
- A qualification in pension administration is desirable
- A good working knowledge of Microsoft Office, especially Excel
- Maths and English GCSE Grade C or above (or equivalent)
Quai welcomes everyone and embraces diversity and equal opportunities for all. We are
committed to creating an inclusive team with a variety of backgrounds, perspectives, and
skills. We celebrate difference and encourage everyone to be themselves at work
Job Types: Full-time, Permanent
Pay: £22,000.00-£24,000.00 per year

Benefits:

• Company pension
• Free parking
• On-site parking

Schedule:

• Monday to Friday

Experience:

• Administrative: 1 year (preferred)

Ability to Commute:

• Peterborough (required)

Ability to Relocate:

• Peterborough: Relocate before starting work (required)

Work Location: In perso

Please refer the Job description for details