Office Comptroller Currency Pensions Administrator |
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A Pensions Administrator must be capable of providing technical compliance and policy support to internal staff involved in the administration of pension plans, health and welfare and other employment plans. Pensions Administrators have to ensure the effective operations of group and personal pension schemes and have to regularly provide a high quality of service to the customers/clients.
The key responsibilities of this profile encompass research and responding to staff questions pertaining to compliance issues; monitoring and analyzing the impact of relevant legislation as well as all regulatory and policy developments. Other duties include the developing and delivering of staff training and maintaining model documentation. The person should have ample experience in ‘pensions administration; with a bias towards Final Salary arrangements. Knowledge of Money Purchase is a definite advantage.
Other functions of this job profile include a constant updating of pension schemes, member records, calculating benefits, processing retirements and coordinating with other departments to ensure compliance with the legal and regulatory aspects of Pensions Administration.
A bachelor’s degree is a must and the person should have at least an experience of 3 years. The person must also possess sound knowledge of all related pension administration issues, including defined benefits as well as health and welfare plans. |
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A Paraplanner has to gather client statements and documents in order to organize them into files and binders for both General Finance Manager and the Client.
The person has to be an independent thinker and has to determine whether a particular asset on a Client’s statement is a large-cap growth fund or a small-cap value fund.
The Paraplanner has to coordinate with the Clients, their needs and participate in all the Client meetings and take appropriate notes for the Relationship Manager. Total coordination with the client, the relationship managers and the personal financial planning advisors is an important feature of this person’s profile. The Paraplanner has to establish some telephone contact with the Clients follow up on minor issues like receiving statements, copies of tax returns, copies of wills, etc.
A bachelor’s degree coupled with a course in this area is highly essential. A person with an eye for detail and good math skills are important requirements.
To qualify for this profile, a person needs at least a minimum of 2 years experience be fully FPC qualified and ideally possess one or more AFPC qualifications. |
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A Part Qualified actuary is responsible for dealing with Capital Management, Risk Based Capital, ICA (Individual Capital Assessment) and corporate risk reserving work.
A highly responsible profile, the other duties include supporting senior actuaries in various aspects. These could include pensions consulting work and excellent support to all clientele.
Participation in all client meetings and managing as well as leading the completion and delivery of their work within specified time schedules is an important role of this person. The person has to ensure that all relevant compliance procedures are adhered to and has to work in tandem with both, junior and senior colleagues.
Excellent presentation, client management and communication skills are a must. The person must also be a highly proficient relationship manager.
Individuals qualifying for this job profile must have an experience and proven track record of excellent business and commercial acumen coupled with sound financial management.
Those who start off at the junior level are required to have at least 4 years of UK pensions experience within a consulting environment. For those qualifying for senior roles an experience of 6 years is a must.
Qualified actuaries should have at least 2-3 years' post-qualification experience, preferably gained in a Pensions consultancy environment. Part-qualified actuaries should have passed the full 100 series subjects. Salaries accompanying this job are attractive and growth prospects are remarkably lucrative with individuals moving into a league of their own by taking up consultancy services.
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A Pensions Consultant is responsible for servicing a large portfolio of clients, from development of a portfolio to it is essential that you have a minimum of 7 years pensions experience 3 of which should be at consultancy level.
The position will involve the development of a portfolio of DB & DC Clients; ensuring that service standard levels are met by internal administration, finance and actuarial teams and also promote all relevant company products to clients. Assessments of client profitability, attending senior management meetings and ad-hoc research and report writing are the other related duties of a Pensions Consultant.
The person is also required to manage junior and assistant consultants and be involved in the development of their skills and knowledge according to company expectations.
To qualify for this profile, a person must possess an excellent understanding of the Life & Pensions industry. Other requirements include having excellent communication skills, good client relationship skills as the job involves a lot of interaction with clients. Managing a full project life cycle from inception i.e. gathering their requirements, configuration of the package till the reviewal of the implementation.
A qualifying degree is an essential qualification /a strong educational background clubbed with a strong understanding of the pensions market & products are pre-requisite traits. Actuarial qualifications / experience is an advantage and preferred.
Knowledge of PMS600 / Administrator / Capsil or even SQL serves as an advantage. |
Pensions Systems Administrator |
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A Pensions Systems Administrator has to have the capability of establishing and developing a thorough basic understanding of the Pensions Simplification proposals. The person’s chief responsibility includes offering an efficient, professional service to meet all the needs of the concerned.
Excellent communication and client relationship skills to deal with standard queries and requests, manage all the relevant communications within the defined quality and service standards, collection of and reporting of all clients’ feedback to the Administration Controller and identifying areas where the service to clients could be improved.
The person has to ensure the adherence of standard complaint procedures and that all delivery promises and performance standards are achieved. The person has to set up and maintain administration guides and procedures and become a reference point on technical issues and non-standard cases.
Other responsibilities include practicing guidelines, maintaining quality standards, ensuring that all work is completed to accuracy, build and maintain technical, procedures and client knowledge through experience, work in perfect coordination with the Administration Controller to improve operational efficiency and reduce costs.
To qualify a person must have a 2-4 years experience is SSAS/SIPP Administration, should be conscientious and well organised, an organised team leader and efficient in working within strict deadlines.
The Compensation packages are excellent and the growth prospects are attractive for successful proven record holders. |
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A Stock Broker has to be thoroughly knowledgeable of making investments in the stock market for individuals or corporations. Stock Broker have to offer intelligent advise and counsel their clients on appropriate investments. He has to be qualified and confident of bringing desired results to his varied clientele. The person should possess a previous track record of having had developed successful business over a period of time in an organisation.
Individuals must hold excellent management skills for client relationships as the profile involves regular transactions, advisory services and constant consultancy to their clients on all financial and investment issues.
Stock Brokers need to have the requisite ability to garner requisite information from clients, their needs and financial ability, and then determine the best investments for them. Managing the clients’ investments from the start to the stage of returns and settlements is a critical role which a stockbroker has to execute effectively and efficiently.
A Stock Broker plays an indispensable role in the conducting of various transactions because of his expertise and qualifying attributes in the profession.
More than adequate of the share and investment market with an eye on forthcoming trends is a qualifying attribute of a Stock Broker. Academic qualification involves a bachelor’s degree coupled with a specialised course in the business of stock exchange is desirable. Growth prospects are in accordance with the individual’s efforts and his competent services which would result in reaping the correct awards for his clientele. |
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A Tied Adviser is responsible for developing new and existing business by providing professional financial advice on an extensive range of pensions, insurance, savings, banking and investment products. A Tied Adviser is sometimes required to service qualified leads generated from within the Marketing Group.
A Tied Adviser needs to be acutely focused and possess excellent communication skills. Persons should possess in-depth knowledge affinity partners & relationships, regulatory framework, FSA rules, compliance procedures coupled with a CAS status.
Tied advisers are representatives of either a single financial services company, or they are agents of a limited number of financial services companies. They are only qualified to advise you on the financial products offered by their company. If these products do not meet your financial requirements a tied adviser will not be able to offer you ‘best advice’ and will not be able to service your financial requirements.
Prior proven experience of consistently achieving targets is essential for this job profile. Growth prospects are attractive and depend a lot on the individual’s efforts, independent initiative and performances. |
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Financial Services Job Titles |
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