Pensions & Investments Associate

Skills:

pensions investment administration SIPP PP ISA GIA LISA Excel

Quai Digital | Peterborough | Temporary, initially 3-6 months

Rate:
Negotiable

Put your pensions and investment administration experience to work in a varied role supporting clients and their investors. Quai Digital administers pension and investment accounts across products including SIPPs, personal pensions, ISAs, GIAs and LISAs, with accurate processing and responsive client service at the heart of the work.

This is an initial three-to-six-month temporary assignment, with the likelihood of a permanent opportunity for the right person.

Reporting to the Administration Operations Admin Team Leader, you will process and check pension and investment administration, respond to account queries and help the team meet agreed service levels.

• Process and check administration across SIPP, personal pension, ISA, GIA and LISA accounts.
• Liaise with clients about investor accounts and manage mailbox queries from clients, independent financial advisers and product providers.
• Complete daily, weekly and monthly tasks accurately and within deadlines.
• Support workload allocation, check colleagues’ work and assist with cross-training.
• Keep procedures up to date, suggest process improvements and support internal projects and new client onboarding.

Previous experience in pensions and investment administration is essential. You will need practical understanding of pension and investment accounts, strong attention to detail and confidence managing competing priorities in a busy environment.

• Clear written and verbal communication and a strong commitment to customer service.
• Good organisation, teamwork and a professional approach.
• Working knowledge of Microsoft Office, particularly Excel.
• Maths and English GCSEs at Grade C or above, or equivalent.

Peterborough, PE2 6FL
. 35 hours per week, Monday to Friday, 9am-5pm.

Four days each week on site and one day working remotely. This arrangement is non-negotiable. You must be able to commute reliably to the Peterborough office.

Quai Digital welcomes applicants from a variety of backgrounds and is committed to an inclusive workplace and equal opportunities.