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Pensions Administrator, 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 Administrator, your primary focus will be to deliver exceptional service to SIPP pension clients across the full lifecycle.

The scope of the role covers the support of both pension administration functions and usage of the back office systems.

Key to success will be your need to put the customer at the centre of everything that you do, your attention to detail, your desire to have end to end ownership, your focus on getting things right first time and your drive for continuous improvement.

 

Key Accountabilities

  • Providing exceptional service to all customers (advisers, clients and third parties)
  • Responsibility for owning all work through to successful conclusion
  • Demonstrating understanding of the customer outcome and relationship, assisting with the solution delivery and problem resolution, and work items across the SIPP lifecycle
  • Ensuring company policy and procedures are adhered to at all times
  • Ensuring all Key Performance Indicators are met
  • Following the principles of First Touch Resolution for any client expression of dissatisfaction
  • 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
  • Demonstrating a strong work ethic and adaptability to achieve daily work task targets
  • Continuous process improvement.


Who you are and the experience we’re looking for

  • Experience in financial services administration, preferably in a client facing role
  • Strong client relationship skills
  • A proactive and inquisitive nature with the ability to innovate and challenge in support of the business model we are operating
  • CII Certificate in Financial Administration (desirable).

 

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 include:

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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SALISBURY  ∙  View all open roles here ›  

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