Job Description

About the Opportunity Job Type: Permanent
Application Deadline: 29 June 2024
Title Retail Pension NIGO - Process Specialist
Department Retail Pension Operations - SIPP Hub
Location Gurgaon
Reports To Assistant Manager / Manager
Level Grade 2
Intro
We share a commitment to making things better for clients and each other. We continually explore new technology and different ways of working to put our clients first. So bring your boldest ideas to our Retail Pension Operations SIPP Hub Benefits team and feel like youre making progress.
About your team
RPO SIPP Hub is currently one of the fastest growing areas of the business. The Benefits team is responsible for processing the core element of SIPP administration including benefit calculations and payment, divorce cases, investment transactions and the day to day management of the SIPP. The role is key to providing uncompromising service to our IFAs and clients.
About your role

• Ability to organise own day to day workloads, answer queries and assist with any escalated or complaint cases
• Management of daily process control reports, monitoring & reconciliation
• Maintain and update team procedures, process flows and quick guides where any process changes or improvements are made
• Significant contribution to your teams target on a daily basis with timely, pro-active and high quality services to our clients
• Appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk
• Direct contact with our clients and internal stakeholders to proactively resolve any outstanding operational queries
• Case management of technical or complex client instructions to ensure the best possible client outcome
• Manage and deliver technology-based process changes

About you

• Proven SIPP/DC/DB administration experience
• Excellent knowledge of HMRC rules which govern pension transfers and benefit payments
• IOC1 Qualification essential in line with MiFID II K&C Role classification
• The ability to complete multiple tasks against tight deadlines
• Accuracy and attention to detail in all aspects of service delivery, documentation and reporting
• Confidence to question internal processes and encourage improvement
• Numerate and computer literate (Excel, Word and PowerPoint)
• Solid experience in either a phones or customer services based role
• Comfortable working with people and teams across the business

Feel rewarded
For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work - finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.