Clark James Recruitment are working with a leading business based that require Pension Transfer Administrator to join the organisation due to continued growth.

Role

Ensuring all enquiries and requests are handled in a professional and timely manner.
Prioritising workloads ensuring Cash Equivalent Transfer Value (CETV) Guarantee Dates are met
Maintaining up to date diary entries - updating diary chasers on a daily basis.
Providing updates on pension transfer progress via phone/email/letter.
Updating all systems to keep an up to date log of each pension transfer.
Dealing with different providers and be familiar with their pension transfer forms and/or online submission processes.
Following the transfer pack process checklist - including drafting confirmation letters to the client and introducer.
Writing to new provider and Trustees of existing occupational pension to enable the transfer of pension benefits.
Checking returned transfer packs to ensure ALL required forms/ID documents are present/completed to request a pension transfer and set up a pension or SIPP with new provider. Obtaining missing information where necessary.
Confirming if tax free cash is required and ensuring this is reflected on the paper or online application with the new provider.
Contacting clients to request recalculation fee when guaranteed CETV date has not been met. Liaising with clients/introducers with an updated CETV and asking how they wish to proceed.
Chasing progress of pension transfers, dealing with any issues that arise during the process and providing updates to all involved.
Ensuring tax free cash is paid to client and our fees are collected.
Candidate

Approachable
Good telephone manner
Computer literate
Proactive
Team player
A Willingness to study is essential - see below

You will be expected to take Chartered Insurance Institute (CII) exams - RO1, RO2, RO4 and AF7 which are pension specific qualifications - the company will pay for your study material and first exam for each module.