The pensions and investments industry is a competitive environment, constantly adapting to meet customer demand and ever changing legislation. As new products are launched, new technical processes and systems are devised to ensure clients continue to receive innovative and flexible solutions.
Our clients expect an exceptional level of specialist service and that is precisely what we provide; by offering a professional, friendly and efficient approach, we ensure a first class personal response.
As a continually developing business, we regularly seek new staff to join our award-winning teams in the following areas:
The role of each team may vary slightly, depending upon the nature of the work. Some teams administer a portfolio of schemes whilst others deal with administrative tasks across the whole portfolio. All roles however, involve dealing with written and telephone enquiries from both clients and advisers.
The work of Administration Teams includes: handling incoming calls from clients, advisers, accountants and insurance companies; providing the highest level of customer service and dealing with queries efficiently and accurately; processing new business applications within a specific timescale and ensuring the new business documentation is accurate and issued to the client or adviser; dealing with all aspects of general administration efficiently and ensuring regulatory deadlines are met; dealing with general correspondence providing clear, concise and factually correct information and maintaining accurate client records on our database and correspondence files.
The work of the Finance and Investment Servicing Team includes: administering the purchase, sale and registration of quoted equities; administering and monitoring loan interest payments, rent payments, VAT, tax reclaims, self-assessment tax returns and pension scheme registration and ensuring these are dealt with accurately and within specific deadlines; daily banking of investment income cheques; maintaining asset records on our database; maintaining pension payroll records and ensuring payments are processed on time; dealing with all relevant general administration associated with the finance and investments of the scheme.
Our staff come from a variety of backgrounds, as previous pensions experience is not essential. However, member-directed pension schemes are complex by nature and require the ability to acquire a high level of technical knowledge. Typically, successful candidates are:
Key qualities required are a willingness to work within the company's values and principles including a commitment to:
Whatever previous experience staff may have, training and development is central to maintaining and updating knowledge and skills. Through a personalised induction period new staff quickly become integral members of a team providing a quality customer focused service to clients.
Benefits include;
If you are interested in a career with Rowanmoor Pensions send your CV to HR@rowanmoor.co.uk or contact Human Resources on 08445 440 569.
There are a limited number of short term work experience placements within Rowanmoor Pensions for school and college students who may be interested in finding out more about a career in administration. For further information please contact Human Resources on 08445 440 569.