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Pensions Assistant, SIPP Operations

Are you keen to make a difference in a dynamic organisation? Do you have a passion for putting the customer at the centre of everything you do? 

 We’re a fast-paced, dynamic Group at the cutting edge of building safe and recurring value for all of our stakeholders. Our core areas include: bespoke pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more. We currently have £15bn Assets Under Management and are still growing.

This role is within Embark Services Limited, part of the Embark Group. 


What you’ll do

In your role as Pensions Assistant, you will be responsible for the processing of various aspects relating to individual members’ pension schemes. The accuracy and timeliness of such processing is paramount to ensure that Embark Services Limited complies with HMRC and other requirements in the course of providing pension scheme administration services.


Key Accountabilities

  • Processing administration work accurately and timely
  • Using pre-determined procedures, following step by step guidance for processing varying aspect of clients’ pension arrangements
  • Working to given deadlines, ensuring all processing is right first time
  • Working in an organised and logical manner to ensure all KPIs are met and maintained
  • Willing to work on a variety of new tasks and with various systems
  • Ensuring company policy and procedures are adhered to at all times
  • Demonstrating understanding of the customer outcome and relationship, assisting with the solution delivery and problem resolution, and work items across the SIPP lifecycle
  • Willing to work across teams as required based on work volumes
  • Actively participating in continuous process improvement 
  • Committing to and demonstrating ongoing professional development to ensure the ability to deliver detailed support across technical pension administration functions, regulatory evolution, business proposition developments, and platform functionality developments.


Who you are and the experience we’re looking for

  • Exceptional accuracy and attention to detail
  • Ability to quickly learn new processes and use own initiative 
  • Working knowledge of MS Office products
  • Demonstrable skills in following an organised, methodical and logical approach
  • Ability to multi-task and work in a fast-paced environment to meet deadlines under pressure while maintaining accuracy and quality
  • Strong written and oral communication skills
  • Sound education background, ideally to A-level
  • Ideally previous experience in a comparable financial services role.
  • Strong and responsible team player who works for the benefit of their team, the department and the Company.


Why join us

Our approach centres on four primary enablers: our expertise, access to leading technology, focus on consumers, and capital.

We believe in transparency and meritocracy; we want to give all of our people the opportunity to be the best they can be, sharing in our future success.


Our family of companies includes

The Adviser Centre – a free-to-air, online fund research and consultancy service, dedicated to helping financial advisers to assess, select and monitor suitable actively-managed funds from the whole of the market.

EBS Pensions Limited – developed over the last 20+ years into a leading SIPP and SSAS provider, with over 15,000 clients and £2.8bn assets under administration.

The Embark Platform – a low-cost retirement-focused platform for financial advisers built on cutting edge and market leading FNZ technology.

Hornbuckle – one of the UK’s leading independent specialist pension providers, Hornbuckle has excelled in self-invested pension provision for more than three decades.

Rowanmoor – the UK’s largest independent SSAS provider and a provider of bespoke SIPPs and Family SIPPs.

Vested – a collaboration between Embark Group and Mazars LLP. Together we bring the very best in employee benefits and workplace savings to small and medium sized employers (those with between 100 and 750 full time employees).

Embark Corporate Services – is the provider of centralised Corporate Support to the Embark Group. Our approach is simple, we provide excellence in service to support the Group in being a world class full-scale retirement solutions provider.

You will receive consideration for employment without regard to race, religion, gender, sexual orientation, national origin, disability or age.

Apply now and join us on our journey.

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