Company Description
InvestAcc Pension Administration Limited is a multi-award-winning self-invested pension provider based in Carlisle, serving customers across the UK. We administer over 20,000 pension schemes with combined assets exceeding £9 billion, specializing in high-quality pension scheme management. Our focus is on delivering exceptional service to clients, mainly through financial advisers, as we do not provide advice directly. Join our team and contribute to a company trusted for its expertise and excellence in the pension industry.
Role Description
The role will involve assistance with the on-going administration of our self-invested pensions. You will liaise with financial advisers, banks, financial institutions and pension scheme members on all pension related matters, to ensure the timely and accurate administration of all transactions including investments, benefit calculations, scheme valuations and income reviews, ensuring adherence to current legislation.
It may be beneficial if the candidate has a background in financial services administration, however this is not essential as full training will be given.
Qualifications
* Strong attention to detail, time management, and organisational skills
* Ability to process financial transactions and maintain compliant records
* Proficiency in Microsoft Excel and back-office administration systems
* Effective written and verbal communication skills
* Ability to manage workload and meet deadlines in a regulated environment