Pensions & Investment Associate

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

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),

• Administrative: 1 year (preferred)
  
  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,
• Company pension


• Free parking


• On-site parking


Schedule:

• Monday to Friday