Self-Invested Administration Officer

To administer requests from customers and advisers on Self-Invested products, ensuring strong service levels and quality standards are maintained.

Reports to

Self-Invested Administration Team Manager

Team Responsibilities

Provide Pension Administration services to FNZ Clients, which can include Investment Trading transactions, General Servicing transactions, New Business transactions, Money In/Money transactions out transactions and other Support activities.

Specific Role Responsibilities

• Completion of daily allocated work and tasks, ensuring annual average productivity levels agreed are delivered.
• Consistent achievement of agreed quality auditing standards and maintain process accreditation.
• Ownership of personal development to enhance skills and experience.
• All mandatory training courses taken and required pass mark achieved.
• Suggest possible areas for process improvement which would result in an enhanced customer experience and/or cost savings to the company.
• All processes and financial transactions dealt with in adherence to IFC, CASS and SYSC rules for both processing and authorising, where permitted.
• Provide SIPP Administration Team cover as required to ensure FNZ client service agreements are delivered.

Performance Assessment

• MI to demonstrate achievement of daily work item clearance and achievement of agreed productivity levels, reviewed in monthly one to one meeting with team manager.
• MI to demonstrate achievement of agreed quality auditing level and maintaining process accreditation.
• Mandatory training completed and passed by required date.
• Breach MI to demonstrate process and financial transactions breaches do not exceed agreed levels.

Experience Required

• Graduate or relevant Financial Services experience.
• Strong attention to detail.
• Excellent customer service skills.
• Ability to manage your own time and deliver to deliver to deadline.
• Ability to innovate and suggest improvements.