AddressJob Type: Permanent Application Deadline: 19 May 2024
Job Description
Title Retail Pension Process Specialist
Department Retail Pension Operations - SIPP Hub
Location Kingswood, Surrey
Reports To Assistant Manager / Manager
Level Grade 3
Intro
We share a commitment to making things better for clients and each other. We continually explore new technology and different ways of working to put our clients first. So bring your boldest ideas to our Retail Pension Operations SIPP Hub Benefits team and feel like you’re making progress.
About your team
RPO SIPP Hub is currently one of the fastest growing areas of the business. The Benefits team is responsible for processing the core element of SIPP administration including benefit calculations and payment, divorce cases, investment transactions and the day to day management of the SIPP. The role is key to providing uncompromising service to our IFAs and clients.
About your role
- Ability to organise own day to day workloads, answer queries and assist with any escalated or complaint cases
- Management of daily process control reports, monitoring & reconciliation
- You will be working in a face paced environment & liaising with a large project focussed team
- Maintain and update team procedures, process flows and quick guides where any process changes or improvements are made
- Significant contribution to your teams target on a daily basis with timely, proactive and high quality service to our clients especially where Smoothed fund or delayed transactions are involved
- The role will need to cover numerous initiatives at once such as Guaranteed Life Income, Smoothed Fund & Simple Investment Strategies and act as the main point of the contact in the team to support with any processing queries
- Appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk
- Liaising with internal stakeholders and key project individual to proactively resolve any outstanding operational queries
- Case management of technical or complex client instructions to ensure the best possible client outcome
- Manage and deliver technology-based process changes or lean initiatives
About you
- Proven SIPP/DC/DB administration experience
- Knowledge of HMRC rules which govern pension transfers and benefit payments
- FA2 or CF1 Qualification desireable
- The ability to complete multiple tasks against tight deadlines
- Accuracy and attention to detail in all aspects of service delivery, documentation and reporting Confidence to question internal processes, escalate any business risks and encourage improvement
- Numerate and computer literate (Excel, Word and PowerPoint)
- Comfortable working with people and teams across the business
- Have an interest in technical pension regulatory changes and strong understanding of any recent and ongoing changes such as NMPA, LSA etc.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
