Self-Invested Administration Officer

Description

:

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 General Servicing & Money Out transactions. In addition supporting advisers and bereaved family members throughout the bereavement process together with 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:

• Excellent customer service skills.

• Strong attention to detail.

• Ability to manage your own time and deliver to deadline.

• Ability to innovate and suggest improvements.

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