Summary
To effectively control, monitor and manage pension plans under your jurisdiction and all other operations which may reasonably be required from time to time. Ensuring all external and internal compliance procedures and other matters governing the administration of such schemes are strictly adhered to. Liaising with the relevant Director as necessary and appropriate on a timely basis.
Brief Outline of Main Duties and Accountabilities
1. Ensuring prompt attention to all communications received in respect of schemes administered by you, or where you are assisting other team members, and informing your Team Leader or the Head of Department if any matter cannot be resolved satisfactorily within our standard Service Level Agreement timescale.
2. Taking responsibility to ensure all transactions over scheme bank accounts are effectively monitored, reconciled, and logged.
3. Undertaking preparation and production of scheme valuations, drawdown calculations, quotations, and any other relevant information as required.
4. Ensuring all client files for which you are responsible are kept up-to-date in an orderly and neat manner.
5. Strictly adhering to company procedures, in particular in relation to the administration of pension schemes in accordance with internal and external compliance requirements.
6. Participating in departmental duties, providing cover for absent colleagues, helping with general enquiries from clients and financial advisers, and so on.
7. This includes participating in answering external phone calls, and routing the caller to the correct individual within the organisation where appropriate.
8. Undertake any other duties as required by your Team Leader or Head of Department; participate in regular performance reviews; take part in training as appropriate; perform all duties with due regard to the requirements of current health and safety at work regulations.
Assignment and Review of Work
Pension schemes and work are assigned by either your Team Leader or the Head of Department. Work is directed rather than closely supervised. The job holder is required to report all unresolved issues. Your Team Leader or The Head of Department will review work on an ongoing basis.
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About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
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What We Do
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future
