Pensions Administrator

We are recruiting for several Pensions Administrators to join our team in Belfast. These are hybrid roles; the successful applicants will be working from the office with the opportunity to work from home once training is complete.

MORE ABOUT THE ROLE:

As a Pensions Administrator, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of our clients’ financial affairs - within agreed procedures and regulations.

The role is fundamental to the success of Mattioli Woods, and as a Pensions Administrator, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.

Other responsibilities may include, but are not limited to:

• develop and maintain good working relations with internal and external contacts

• plan, organise and prioritise workload to be completed within agreed service standards

• regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation

• proactively support colleagues, clients, and financial advisers in a prompt and efficient manner

• work closely with the consultants to support and ensure clients’ needs are met

• work closely with colleagues in the team and make an active contribution to the section/business unit

• attend training sessions, maintain own training files, and develop relevant knowledge and skills

The successful applicant will:

• have a minimum 3 years’ experience in a similar role

• possess an understanding of financial services and SSAS/SIPP pension schemes

• have excellent customer service skills and attention to detail

• be able to proactively manage client affairs in a prompt and efficient manner

• have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels

• have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment

• be honest and resilient, with the ability to resolve issues sooner rather than later

BENEFITS PACKAGE:

In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

Your benefits package includes the following:

• group pension

• life assurance

• income protection

• health cash plan

• plus a choice of voluntary benefits

It is flexible so that means you can pick benefits to suit you!#