Retail Pensions Associate

2 months ago

Gurgaon, India Fidelity International Full time

About the Opportunity

**Job Type**: Permanent

Application Deadline: 28 January 2023

**Job Description**:
Title: Retail Pensions Associate (Benefits)

Department: Retail Pensions

Location: Gurgaon

Reports To: Assistant Manager/Manager

Grade : 1

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Retail Pensions team and feel like you’re part of something bigger.

Department Description

The Retail Pension Department is currently one of the fastest growing areas of the business. The team is responsible for processing the core element of SIPP administration including transfers in and out, benefit calculations and payment, death, divorce cases, investment transactions and the day to day management of the SIPP. In this particular role you will be responsible for facilitating payments from customers pensions. This will need extreme attention to detail, as the RISK of errors resulting in financial loss are prevalent. In addition to good attention to detail we also require a good level of productivity so such requests can be actioned in a timely manner.

Key Responsibilities
- To ensure timely, pro-active and high quality services to clients of the Retail SIPP including updates to procedures through close liaison with all departments within Fidelity where necessary
- Ability to organise your own day to day workloads
- Making payments to customers from their pensions
- Being aware and abiding by HMRC regulations and limits
- Keeping client facing teams aware of progress being made and dealing with an escalations
- Provide and collate information for regulatory reporting
- Work efficiently to ensure a significant contribution to your team’s target on a daily basis
- Ensuring appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk

Key Qualities
- Can do attitude reflected in pro-active internal problem resolution and progress chasing
- A proactive approach to internal relationships with an analytical, enquiring mind and a willingness to learn
- Open to change and adaptable
- Team player who can gain the support and commitment of internal service partners and also with the confidence to project manage when required
- Commitment and professionalism
- Strong desire and satisfaction for completing and finishing tasks
- Capable of working alone, able to prioritise and organise
- Supporting Fidelity’s Treating Customers Fairly framework, ensuring concerns are promptly reported to management.
- Take ownership of individual issues and ensure they are resolved to the satisfaction of the client and Fidelity.

Experience and Qualifications
- The ability to complete multiple tasks against tight deadlines is paramount for this role
- Able to prioritise and organise effectively
- Self-starter - demonstrates good use of initiative
- Communicator - excellent written and verbal skills, with attention to detail
- Decision maker - problem solving and solution orientated
- Numerate and computer literate (Excel, Word and PowerPoint)
- Accuracy and attention to detail in all aspects of service delivery, documentation and reporting
- The ability to question internal processes and encourage improvement

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work - finding a balance that works for all of us.

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