Position Overview & Specifications
End Date
Thursday 27 July 2023
Salary Range
£23,370 - £24,600
Agile Working Options Hybrid Working Job Description Summary A full time role based in Bolton. Job Description 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: tailored pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more. This role is within Embark Pensions, part of the Embark Group who are part of the Lloyds banking Group. In your role as an Administrator, your primary focus will be to deliver a complete administration service and exceptional customer service to pension clients. The role is very process driven and successful applicants will be required to process general day-to-day administration tasks within one of our teams. The scope of the role covers the support of both pension administrator 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 drive for continuous improvement and your communication skills. Key Accountabilities
Agile Working Options Hybrid Working Job Description Summary A full time role based in Bolton. Job Description 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: tailored pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more. This role is within Embark Pensions, part of the Embark Group who are part of the Lloyds banking Group. In your role as an Administrator, your primary focus will be to deliver a complete administration service and exceptional customer service to pension clients. The role is very process driven and successful applicants will be required to process general day-to-day administration tasks within one of our teams. The scope of the role covers the support of both pension administrator 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 drive for continuous improvement and your communication skills. Key Accountabilities
- Building effective relationships with internal and external clients.
- Maintaining understanding of governing legislation within the team and wider business
- Working with the operational management team to identify and delivery training where required
- Understanding of AML regulations
- Driving continuous process improvement in operations processing to ensure quality of delivery and risk controls are maintained within the most efficient processes available.
- Responsibility for providing excellent service to all customers (advisers, clients and third parties).
- Responsibility for the administration of client’s SIPPs.
- Ensuring company policy and procedures are always adhered to.
- Ensuring all daily targets set are met.
- Demonstrating a strong work ethic and adaptability to achieve daily tasks.
- Building effective team relationships.
- Experience in administration or customer services
- Graduate calibre
- Exceptionally proactive, with the ability to innovate and challenge in support of the business model we're operating
- Exceptional judgment and communication skills
- Solid risk and controls awareness
- Clear communications skills
- A proactive nature and be highly motivated.
- Strong client relationship skills.
- Attention to detail.
- Good organisation and team working skills.
- Proficient in use of Microsoft Office suite.
- Good literacy and numeracy skills.
- Various share schemes
- A generous pension contribution starting at 9% (rising to 15%) which comes with life cover of up to 8x salary.
- Further discounts available on the weekly food shop, travel and electronics/mobile through our PerksAtWork scheme.
- Our Flex option gives access to a wide range of benefits such as:
- Buying extra or selling holidays to suit from your 30 days leave (pro rata but including bank holidays) - ideal for half terms or that mini break.
- Extending the private medical cover you'll receive to family members.
- A Flex Card providing up to 15% discount with over 70 well known retailers.
- Tax/NI efficient electric vehicle (or bike) purchasing schemes paid through your monthly pay - we support sustainability!
- We also have a number of free health and well-being offerings as well as generous parental / adoption leave policies.