Job Description

About the Opportunity Job Type: PermanentApplication Deadline: 17 July 2024Title: Retail Pension Benefits - Process SpecialistDepartment: Retail Pension Operations - SIPP BenefitsLocation: Gurgaon/BangaloreReports To: Assistant Manager / ManagerLevel: Grade 3IntroWe 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 you\xe2\x80\x99re making progress.About your teamRetail Pension Operations is currently one of the fastest growing areas of the business. The SIPP Benefits team is responsible for processing the core element of SIPP administration including benefit calculations and payment, pension account processing and verification, investment instructions and the day to day core payment management of the SIPP. The role is key to providing uncompromising service to our IFAs and clients.About your role

• To process UK based client instructions within agreed service level agreement
• Maintain team level MI on a daily basis
• Detailed understanding of the SIPP Benefits Processes
• Conduct training to other members of the team and carry out regular process refresher sessions
• Review teams quality MI and identify operational initiatives or changes to remove manual errors
• Generate ideas and / or participate in projects that actively contribute to the teams overall success
• Maintain and update team procedures, process flows and quick guides in knowledgebase where any process changes or improvements are made
• Take responsibility and ownership of a key processing task overseeing the verification, quality, incident management and other administration taks
• Case management of technical or complex client instructions to ensure the best possible client outcome
• Manage and deliver technology-based process changes or lean initiatives
• To build strong relationships and vital key points of contact across UK and India teams
• Provide team updates on processing issues, themes, projects or change agendas
• Significant contribution to your team\xe2\x80\x99s processing target on a daily basis whilst maintaining a high quality of work
• Capture and deliver constructive feedback to more junior team members to help them progress in their role
• Look to actively problem solve involving all key stakeholders and implement / embed change
• Appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk
• Excellent communication skills - Written and Verbal
• Develop an understanding of Fidelity\xe2\x80\x99s products and businesses as well as the internal and external clients
• To gain regulatory knowledge and ensure knowledge is maintained
• Liaise with internal stakeholders to proactively resolve any outstanding operational queries
• Strong attention to detail and excellent communication skills
• Self motivated and flexible with the ability to work as an effective part of a team
• Proactive approach to problem solving and service improvement
• Help support and oversee any resourcing issues or close any training gaps within the team as a priority

About you

• High level of written and spoken English language skills required
• Minimum graduate qualification
• Proven SIPP/DC/DB administration experience
• Knowledge of HMRC rules which govern pension transfers and benefit payments desirable
• FA2 Qualification desireable
• The ability to complete multiple tasks against tight deadlines
• Confidence to question internal processes and encourage improvement
• To have initiative and proactively look to resolve or proactively overcome challenges independently

• Numerate and computer literate (Excel, Word, PowerPoint & Outlook)
• Comfortable working with people and teams across the business (UK & India)

Feel rewardedFor starters, we\xe2\x80\x99ll offer you a comprehensive benefits package. We\xe2\x80\x99ll value your wellbeing and support your development. And we\xe2\x80\x99ll be as flexible as we can about where and when you work \xe2\x80\x93 finding a balance that works for all of us. It\xe2\x80\x99s 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.

Fidelity International