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Trainee Pensions Administrator - Harrogate

Employer: Ascot Lloyd

Established in 2004, Ascot Lloyd provides independent financial advice and planning across the UK. We are a privately owned company supported by Oaktree, one of the leading global investment management firms.

Since we began our journey in Berkshire, we now have a network of offices across the UK. We have grown both organically and through a number of acquisitions to establish ourselves as one of the leading providers of independent financial planning in the UK.

Ascot Lloyd is one of the largest independently owned wealth management business’ in the UK operating across England, Wales and Scotland. Our 11 regional offices continue to enable us to provide a friendly, local service that our clients value, backed with the support and resources of a national firm.

We now provide four client propositions including three face-to-face services (Foundation, Wealth and Bespoke Wealth) and one telephone based advice service (Connect and Connect Plus). Our sister company TQ Invest also provides an execution only service for individuals looking to make their own investment decisions.

At Ascot Lloyd we provide impartial financial advice to help personal clients and businesses achieve their financial goals. Our team of locally based independent financial advisers will work with clients to build financial plans that enable them to achieve their short, medium and long term financial goals.
Job details:
An exciting opportunity has arisen for a Trainee Pensions Administrator in our Harrogate office.

If you are looking to start a career in financial services, this could be the role for you. We are looking for someone who is keen to learn and progress through the business. We will offer full training and supported study to help you reach your goals.
Role responsibilities
- Liaison with other administrators, Employers, Trustees, Consultants, Auditors, Banks, HMRC, Insurance Companies and Investment Managers to ensure smooth running of Trust and Contract based workplace pension schemes and other Employee Benefit arrangements

- Ensure that pension schemes operate effectively on a day-to-day basis.

- Accurately update and maintain member records on Pensions Master and other data recording systems as required.
Person specification
- Excellent interpersonal skills
- Enthusiastic, positive, confident
- Willing to enhance own knowledge through learning and development
Skills & experience
Previous experience of working within a financial services environment or knowledge of the pensions industry would be advantageous.
Degree: Educated to degree level
Location: Harrogate
Salary: £competitive
Advertised until: Fri 02-Aug-2019
Job ref: GY/53016/AL-Trainee Harrogate
Eligibility: Candidates must, by the start of their employment, have permission to work in the UK

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