interactive investor
interactive investor
interactive investor — жеке тұлғалар мен отбасыларға ұзақ мерзімді қаржысын басқаруға көмектесетін Ұлыбританиядағы инвестициялық платформа. 1998 жылы құрылған компания Stocks & Shares ISA, өз бетінше басқарылатын жеке зейнетақы жоспарлары (SIPP) және сауда шоттарын қоса алғанда, инвестициялық шоттарға қолжетімділік ұсынады. Платформада акциялардың, қорлардың және ETF-тердің кең таңдауы бар. Ол 420 000-нан астам инвесторға қызмет көрсетеді және саналы қаржылық шешімдер қабылдауды қолдау үшін инвестицияларға қолжетімділікті төмен шығынды мүмкіндіктермен және нарық туралы талдаулармен ұштастырады.

Senior Pension Administrator – Leeds Hybrid

Senior Pension Administrator role with interactive investor, supporting regulated pension servicing through complex query resolution, workflow control, quality assurance, and colleague support.

Сипаттама

  • Deliver precise, timely, customer-focused pension administration services
  • Handle complex pension queries, provide technical guidance, and serve as an escalation point
  • Oversee mailboxes, daily workflows, and third-party workflow allocation
  • Identify, document, and escalate risk events within agreed service levels
  • Apply knowledge of CASS requirements, regulatory duties, HMRC rules, and the VC process
  • Review procedures and monitor complaint resolution timelines
  • Process subject access requests (SARs)
  • Approve TTFAC activity and pension contribution corrections
  • Coach and support colleagues through constructive feedback
  • Participate in team huddles and deputise for the Team Manager during absences
  • Perform daily and month-end quality checks while maintaining QA records
  • Complete spot checks and quality reviews for new starters and underperforming colleagues
  • Assist with training preparation, delivery, follow-up activities, and quality-control implementation for new starters
  • Contribute to SFK resources and training materials
  • Use quality-control findings to give constructive feedback and support continuous improvement

Талаптар

  • Substantial experience in pension servicing or comparable financial-services operations, including lifetime-allowance calculations for pension processes
  • Working technical knowledge of pension administration, relevant regulations, and HMRC requirements
  • Demonstrated ability to resolve complex customer or operational queries and escalate them appropriately
  • Clear written and verbal communication skills with a strong customer-service focus
  • Experience controlling mailboxes and workflows while managing competing priorities accurately
  • Understanding of risk-event handling, complaint timelines, and escalation procedures
  • Awareness of CASS requirements and pension-related VC processes
  • Exceptional attention to detail and consistent application of procedures and controls
  • Experience reviewing procedural documentation or contributing to process governance
  • Experience processing subject access requests
  • Experience completing TTFAC or contribution-correction approvals
  • Previous experience deputising or providing informal leadership support
  • CII or PMI pension qualification is desirable
  • Expectation to sit the PMI examination within 18 months if not already qualified

Артықшылықтар

  • Group Personal Pension Plan with an 8% employer contribution and 4% employee contribution
  • Life Assurance and Group Income Protection
  • Bupa Private Medical Insurance
  • 25 days of annual leave plus bank holidays
  • Employee discounts on investment products
  • Personal and Well-being Fund supporting physical and mental wellness
  • Retail discounts across high-street and online retailers
  • Voluntary flexible benefits that can be tailored to individual needs

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