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Pension Operations Analyst- Horsham
FDM Group
Horsham, GBR
Contract
Mid · 3+ years experience
Hybrid
Discovered 2 weeks ago
DeltaImagoBravuraSonataAltusOrigo
Free
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Role Overview
Restore service performance by reducing a backlog of pension cases and improving client outcomes.
Help build a stronger future-state operating model that supports growth without compromising service quality.
Take end-to-end ownership of complex pension cases across SIPP administration, contributions, transfers, drawdown, benefit crystallisation events (BCEs), UFPLS, PCLS and pension payroll.
Clear backlog volumes and manage new business activity within agreed service levels, using effective prioritisation and case management to deliver positive client outcomes.
Process high-value and non-standard pension cases, applying technical expertise across pension benefits, taxation, cash management, disclosures and reporting requirements.
Build strong relationships with clients, advisers, ceding schemes and third parties, proactively resolving issues and communicating progress clearly and professionally.
Apply pension legislation, HMRC requirements and regulatory obligations accurately, ensuring compliance with tax rules, Consumer Duty expectations and operational controls.
Maintain accurate records, audit trails and case documentation that support quality assurance, regulatory compliance and audit requirements.
Act as a technical specialist for pension benefits and drawdown activity, providing guidance on complex cases and supporting the development of team capability.
Contribute to the creation of a specialist pensions function by documenting procedures, improving knowledge sharing, reducing key-person dependency and embedding best practice.
Support operational improvement initiatives by identifying process efficiencies, strengthening controls, enhancing management information and reducing manual intervention.
Help prepare the pensions operation for future growth and acquisitions by supporting operating model redesign, scalability planning and change initiatives that improve service performance and client outcomes.
Key Skills for This Role
DeltaImagoBravuraSonataAltusOrigo
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About The Role
Restore service performance by reducing a backlog of pension cases and improving client outcomes.
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