Fundment
Senior Pension Administrator
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Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a personable Senior Pensions Administrator to join our outstanding Team.
The Company
Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market-leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
As a Senior Pensions Administrator
You will be the first line of response to Financial Adviser and client technical queries for ISAs and Pensions. Your knowledge and experience will supplement our client services, investments, and transfers team, as they complete daily tasks. You will closely work with, and report into, the Pensions Director to ensure all pension tasks are completed daily and work to a timetable of submitting regulatory reports.
Requirements
- First line of support for the team on technical queries relating to pensions and ISA
- Able to complete high volume daily pension administration tasks and respond to emails in a timely manner
- Confident to answer technical questions and queries from advisers by telephone, delivering quality responses and handling complex cases with authority
- Solid knowledge and proven ‘hands on’ experience of pension regulatory reporting
- Strong team spirit and collaborative style, working within the operations team
- Driven to improve processes, written documentation, and to work with our engineering team to automate and streamline pension administration through the Fundment platform
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Essential Experience
- Substantial previous experience working for a UK investment platform that offers pensions, ISA and GIA accounts
- Experience of complex pension administration including drawdown, death cases & regulator taxation payments
- The ability to translate HMRC, FCA and other regulator rules to ensure our processes are compliant
- Knowledge of how to submit HMRC Pension and ISA regular reporting including tax relief claims and annual submission
- Obtained or working towards industry qualifications with either the CII or CISI/ Level 4 qualification is desirable
Why join us?
- Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of business aspects and understand how we improve efficiency and do things differently at Fundment.
- We support our team with the flexibility to work on a hybrid basis, 3 days a week in our London office
- 28 days annual leave plus bank holidays
- Enhanced maternity/paternity/adoption leave
- Pension 6% employer contribution
- Private healthcare
- Medicash Cash Plan
- Travel insurance
- Life Assurance
- Training and Development/Qualification Sponsorship
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Our Values at Fundment
- Collaborative: We listen, communicate, and work together to achieve shared goals.
- Innovative: We constantly seek new ways to push the boundaries and improve our solutions.
- Supportive: We lift each other up, creating an environment where everyone can grow and succeed.
- Flexible: We adapt to the evolving needs of our team and clients, ensuring work-life balance and effective outcomes.
- Trustworthy: We build trust through consistency, transparency, and delivering on our promise.
We are happy to consider any reasonable adjustments that applicants may need during the recruitment process. We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia.
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