Job Description
Title Associate - Re Reg & TransfersG PS Delivery
Department - Transfers & Retirements Capability
Location - Banglore
Reports To Team Leader/Manager
Level 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 team and feel like you’re part of something bigger.
About your team
Workplace Investing (WI) Operations supports and maintains pension administration services for a wide range of corporate clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery.
Workplace Investing Transfers Out team is AA rated process that handles Disinvestment requests and producing regulatory packs for Workplace Investing members and Financial Advisers.
About your role
• Processing transfer disinvestments requests received from Third Party Providers/ Trustees;
• Issuing legal & regulatory and non-regulatory packs to Third Party Providers/ Financial Advisors /members,
• Issuing Manual payment forms and payment letters
• Performing enhanced Due Diligence checks on third party providers, along with further analysis of cases where information is shared by member/3rd parties
• Handling Mailbox, Service Delivery - Audit requests, Sale Control reports.
• Doing Complex PTFC Calculations.
• Recording Benefit Crystallisation Events, RTI tax submissions, Tax charge and Reportable Events to HMRC.
About you
• WI Transfers experience would be preferrable.
• Understanding of UK financial services markets and mutual funds and broader understanding of regulatory framework.
• Prior UK Pensions Knowledge would be an added advantage.
• Has demonstrated the 7 principles of customer service in previous roles.
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. It’s 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.