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interactive investor
interactive investor
501 – 1.000 Angajați
Sponsor pentru viza de lucrător calificatAsigurăriConsultanțăFinanțe
interactive investor este o platformă de investiții din Regatul Unit care ajută persoanele și familiile să își gestioneze finanțele pe termen lung. Fondată în 1998, compania oferă acces la conturi de investiții, inclusiv ISA pentru acțiuni și participații, pensii personale autogestionate (SIPP) și conturi de tranzacționare, precum și la o gamă largă de acțiuni, fonduri și ETF-uri. Platforma sa deservește peste 420.000 de investitori și combină accesul la investiții cu opțiuni cu costuri reduse și informații despre piață menite să sprijine luarea unor decizii financiare bine fundamentate.
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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.

GBRegatul Unit
32.600 £ / an
HibridNormă întreagăSeniorLimbă Obligatorie: englezăAdministrație

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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