Official Specifications
Role Overview & Mandate
Executive Summary
End Date Thursday 27 July 2023 Salary Range £23,370 - £24,600 Agile Working...
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End Date
Thursday 27 July 2023
Salary Range
£23,370 - £24,600Agile Working Options
Job Description Summary
A full time role based in Bolton.
Job Description
We’re a fast-paced, dynamic Group at the cutting edge of building safe and recurring value for all of our stakeholders. Our core areas include: tailored pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more.
This role is within Embark Pensions, part of the Embark Group who are part of the Lloyds banking Group.
In your role as an Administrator, your primary focus will be to deliver a complete administration service and exceptional customer service to pension clients. The role is very process driven and successful applicants will be required to process general day-to-day administration tasks within one of our teams. The scope of the role covers the support of both pension administrator functions and usage of the back-office systems.
Key to success will be your need to put the customer at the centre of everything that you do, your attention to detail, your drive for continuous improvement and your communication skills.
Key Accountabilities
- Building effective relationships with internal and external clients.
- Maintaining understanding of governing legislation within the team and wider business
- Working with the operational management team to identify and delivery training where required
- Understanding of AML regulations
- Driving continuous process improvement in operations processing to ensure quality of delivery and risk controls are maintained within the most efficient processes available.
- Responsibility for providing excellent service to all customers (advisers, clients and third parties).
- Responsibility for the administration of client’s SIPPs.
- Ensuring company policy and procedures are always adhered to.
- Ensuring all daily targets set are met.
- Demonstrating a strong work ethic and adaptability to achieve daily tasks.
- Building effective team relationships.
Who you are and the experience we’re looking for
Delivering excellence is no easy task, particularly when you're transforming a business. So we’re looking for someone with the right experience and behaviours to join our team.
The ‘DNA’ we look for starts with high proactivity and tenacity, the desire to deliver service excellence, attention to detail and a passion for both innovation and continuous improvement. As well as this, you'll need to have:
- Experience in administration or customer services
- Graduate calibre
- Exceptionally proactive, with the ability to innovate and challenge in support of the business model we're operating
- Exceptional judgment and communication skills
- Solid risk and controls awareness
- Clear communications skills
- A proactive nature and be highly motivated.
- Strong client relationship skills.
- Attention to detail.
- Good organisation and team working skills.
- Proficient in use of Microsoft Office suite.
- Good literacy and numeracy skills.
Reward Package
For starters, we'll give you a competitive starting package of c£23,370 that comes with a bonus opportunity subject to group performance.
As well as giving you the following benefits:
- Various share schemes
- A generous pension contribution starting at 9% (rising to 15%) which comes with life cover of up to 8x salary.
- Further discounts available on the weekly food shop, travel and electronics/mobile through our PerksAtWork scheme.
- Our Flex option gives access to a wide range of benefits such as:
- Buying extra or selling holidays to suit from your 30 days leave (pro rata but including bank holidays) - ideal for half terms or that mini break.
- Extending the private medical cover you'll receive to family members.
- A Flex Card providing up to 15% discount with over 70 well known retailers.
- Tax/NI efficient electric vehicle (or bike) purchasing schemes paid through your monthly pay - we support sustainability!
- We also have a number of free health and well-being offerings as well as generous parental / adoption leave policies.
So you can be sure we're investing in your future.
We're really passionate about diversity and equal opportunity with industry recognition across gender, ethnicity, disability, LGBTQ+ and families.
If you're passionate about helping customers, get in touch and apply today we’d love to hear from you!
And just let us know if any reasonable adjustments are needed to our recruitment processes - we'll try to accommodate them.
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
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