Senior Associate - Defined Contributions

Surrey  ‐ Onsite
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Description

Role: Senior Associate - Contractor


Contract:
12 Months

Rate:
£400 a day

Location:
Surrey
Purpose of your role 

  • The Retirement Team process retirement, death and divorce cases for members of DC Full Service Schemes. The role is key to providing uncompromising service to our clients and members.
  • Ensure the Retirement team follow established procedures and legal requirements
  • Verifying key tasks so that consistent & good customer outcomes are achieved for members and clients of Fidelity's DC business.
  • Ensure all allocated work is processed in a timely manner avoiding exposure to unnecessary risks in market movements
  • Ability to organise the day to day planning of workload.
  • Dealing with financial transactions, approving invoices and sales
  • To quality check work with a high level of accuracy and attention to detail
  • To support the team members with queries in absence of manager

Key Responsibilities

  • Accurately approving of financial transactions for Retirement, Death and Divorce
  • Quality checking Protected tax free cash and Guaranteed Minimum Pension calculations
  • Prioritise and check thoroughly the accuracy and completeness of all aspects of own work and the work of others.
  • Ensure Administration work is within the expected standards in productivity, quality and response times
  • Deal promptly and confidently with routine and non-routine enquiries by providing accurate information

Experience and Qualifications Required

  • Prior experience in calculating Protected tax free cash and Guaranteed Minimum Pension (essential)
  • Minimum of 5 years pensions experience
  • Well developed knowledge of Defined Contributions
  • Awareness of industry developments and changes in Pension Regulations desirable
  • Strong analytical skills with proven attention to detail
  • A desire to ensure each and every customer outcome is accurate and the best it can be
Start date
01/11/2016
From
Hydrogen Group
Published at
22.10.2016
Project ID:
1225671
Contract type
Freelance
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