Organon Trustees, part of K3 Advisory Group, is a specialist provider of bespoke self-invested pension solutions to professional advisers and their High Net Worth clients. We are a well-established player in the self-invested pensions sector but retain an absolute commitment to providing a first class, professional but personal service.

We have an opportunity to join the team as a Pensions Administrator, where you will work with a pension services team with excellent technical knowledge and practical know how.

The role comes with full on the job training, which requires working onsite full time at our office in Stockport (SK4). It is ideal for recent university leavers or those with an interest in pursuing a career in financial services. There is excellent scope for career progression and full support will be provided for further industry recognised qualifications.

Job description

Learning all aspects of work associated with the operation of UK self-invested pension schemes, including:

• Reconciliation of client bank accounts.

• Maintenance of client databases.

• Assistance with monthly and annual payroll runs for client accounts.

• Raising payment instructions from client accounts via online banking.

• Raising and issuing invoices to clients and third parties.

• Dealing with new business applications.

• Calculating and processing benefit payments and reviews.

• Preparation of initial, annual and ad-hoc projections and illustrations.

• Liaison with insurers / investment managers regarding new investments, transfers, asset valuations etc.

• Dealing with member / intermediary queries by email, letter, telephone and face-to-face.

• Maintaining and developing positive working relationships with clients, financial advisers and other professional intermediaries.

• General office duties, including filing, scanning, dealing with incoming / outgoing post etc.

• Involvement in other technical and administrative projects in accordance with business needs.

Requirements

• Show passion in delivering high quality work for all our clients and other members of the team.

• Ability to organise and prioritise workloads to meet set deadlines.

• Good communication skills.

• At all times calm, welcoming and genuinely customer focused.

• Must have a keen eye for detail.

• IT literate.

• Any previous knowledge or experience of financial services would be advantageous.

Summary

• 9am - 5pm, Monday - Friday (1 hour unpaid lunch).

• £25-£26K p/a (dependent on experience), money purchase pension scheme, life assurance, 22 days annual leave (plus bank holidays) rising with service.