Case study 06.01.2009
Read our case study on income planning to find out how a company director, close to retirement and with little pension provision, can start funding for retirement.
Read More >>>Career Opportunities
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 services and that is precisely what we provide; by offering a professional, friendly and efficient approach, we ensure a first class personal response.
The opportunities
As a continually developing business, we regularly seek new staff to join our award-winning teams in the following areas:
- pensions administration;
- property administration;
- group scheme administration;
- employee benefits administration.
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.
Administration Teams: 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. This is especially important for certain pension scheme transactions for example the purchase of commercial property. Dealing with general correspondence providing clear, concise and factually correct information. Maintaining accurate client records on our database and correspondence files.
Finance and Investment Servicing Team: 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, ensuring these are dealt with accurately and within specific deadlines. Daily banking of investment income cheques. Maintaining asset records on our database. Departmental projects. Maintaining pension payroll records, ensuring payments are processed on time. Dealing with all relevant general administration associated with the finance and investments of the scheme.
Outsourcing contracts with insurance companies are dealt with by the above administration teams. The main differences to the administration role is that the teams and individuals who administer the outsourcing contracts also deal with written and telephone enquiries from the insurance company and their sales staff. Some of the work processes vary, however the teams must still maintain the same regulatory deadlines and deal with all aspects and general administration in the same efficient manner.
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:
- capable of learning to work with new processes and concepts;
- articulate, numerate and excellent communicators;
- skilled at working to deadlines while maintaining accuracy;
- educated to 'A' Level standard equivalent or higher;
- IT literate and have an analytical approach to problem solving.
Key qualities required are a willingness to work within the company's values and principles including a commitment to:
- personal service;
- professionalism;
- timeliness;
- flexibility.
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;
- salary progression and review to reward high performance;
- 35 hour standard working week;
- training and development;
- 25 days paid holiday plus 8 bank holiday days;
- interest-free season ticket loan;
- pension and life assurance scheme.
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.
Work experience
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.