ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Trainee Administrator, Pensions (Jersey) Administration Responsibilities:

• Day-to-day administrative support within FPTL across all pension products;

• Assist with the set-up of new personal and corporate scheme structures and ongoing associated servicing;

• Assist with the coordination of daily documentation for trustee signing;

• Assist with the processing of both personal and corporate scheme contributions, transfers, payment requests and fees;

• Assist with the monitoring of scheme bank accounts and payments processing;

• Assist with the submission of reports to HMRC and Jersey Income Tax at trigger events; and

• File administration (both paper and electronic).

Relationship Management Responsibilities:

• Assist the administration team to develop long term, profitable business relationships with Independent Financial Advisers (‘IFAs’) and Members, maintaining regular contact and ensuring Member confidentiality is respected;

• Ensure mutual understanding of IFAs, Members' and Fairway Groups expectations and commitments at outset and throughout the relationship;

• Develop a rapport with the IFAs, asset managers, platform providers and other third party service providers in relation to the proper conduct of business;

• Anticipate technical problems when dealing with Member issues, think laterally and creatively to find solutions and, where necessary, seek expert advice; and

• Where appropriate, identify and communicate improvements that enhance service to Members and/or profitability to Fairway Group.

• Risk Management Responsibilities:

• Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and any other legislation that impacts on the conduct of fiduciary business within the jurisdiction;

• Gain an understanding of the Jersey Pension law for both personal and corporate schemes;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Report complaints, operational risks and suspicions etc. in accordance with local procedures;

• Ensure that risk issues are reported to the Directors and Compliance as appropriate;

• Understand, apply and adhere to Fairway Groups risk management policies and procedures and, where appropriate, be proactive in identifying and proposing improvements;

• Assess and manage risk situations to avert potential risk issues for both Members and Fairway Group and to ensure that the assets of both are protected; and

• Ensure that Member complaints are dealt with in a timely manner and at the right level.

Corporate Governance Responsibilities:

• Actively champion Fairway Groups values by promoting a culture of professionalism, teamwork and leadership;

• Have an understanding of Fairway Groups vision and the direction in which the Group is heading;

• Understand how the role of each individual contributes to its vision; and

• Understand and acknowledge the need for change, when required.

Financial Management Responsibilities:

• Assist the administrators in achieving the Group's financial benchmarks; and

• Assist with reviewing work in progress, deficits, aged debtors and bad debt write offs on client portfolio.

Personal Management Responsibilities:

• Contribute effectively in meetings;

• Develop good time management skills; and

• Contribute positively to the team to assist in building morale and team spirit within Fairway Group.

Personal Development Responsibilities:

• Attend seminars and workshops, read industry publications and advisory briefs and follow developments in pensions and wealth management to enhance professional and technical knowledge;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Shape one’s own development by identifying areas to improve own knowledge and skills and actively seek assistance;

• Develop techniques for coping with time/deadline pressures; and

• Complete a minimum of 15 hours CPD annually.

Competencies:

Key areas are as follows (note that the Trainee Pensions Administrator is expected to demonstrate these skills or, in the minority, show potential to acquire them):

• Basic knowledge of offshore fiduciary services;

• Basic understanding of Jersey pension law for both personal and corporate schemes;

• Basic understanding of financial markets and finance in general;

• Knowledge of compliance issues and the regulatory framework within which Fairway Group operates;

• Good interpersonal skills for dealing with intermediaries and Members;

• Good communication skills both written and verbal;

• Good time management and organisational skills;

• Sound judgement;

• Proactive attitude; and

• Proficiency with email and Microsoft Office applications, good IT and systems skills.

Job Description

Job Title: Senior Corporate Pensions Administrator

Location: Jersey

Reports To: Manager – Corporate Team Purpose of Role: To provide advanced administrative support to the Corporate Pensions Team in delivering a high- quality service across Employer Pension Schemes and Individual Member activity. This role involves handling more complex cases, ensuring the accuracy and efficiency of processes, and supporting junior colleagues through guidance and knowledge sharing. The Senior Corporate Pensions Administrator contributes to the smooth running of the team while upholding the Company’s values and maintaining positive relationships with Clients, Members, and Providers. Main Responsibilities:

• Providing advanced administrative support in delivering high-quality services for Employer Pension Schemes and Individual Members.

• Managing complex scheme transactions, including processing leavers, refunds, transfers, and tax-free cash payments accurately and timely.

• Ensuring accurate maintenance and regular updates of Client record systems to guarantee data integrity and compliance.

• Liaising professionally with Corporate Clients, Scheme Members, Trustees, pension providers, and internal teams to resolve queries and deliver excellent service.

• Preparing and issuing correspondence, scheme documentation, and reports relevant to pension administration activities.

• Supporting and mentoring junior team members by sharing knowledge and assisting with their development.

• Assisting with compliance processes by ensuring all files meet required standards before processing new business or changes.

• Identifying and escalating complex issues or risks to management for timely resolution.

• Identifying opportunities to improve processes and workflows.

• Participating in projects as required.

• Performing other ad hoc duties as requested by the Line Manager and/or Directors.

Person Specification

Criteria Essential Desirable

Education/Qualifications • GCSE (or equivalent) in English

and Maths at minimum grade A–C / 9–4

• Relevant Professional Qualification.

Experience • Experience in an administrative

role within a regulated financial services business.

• Experience working in Pension Administration.

Knowledge & Skills

• Proficient in Microsoft Office. • Strong organisational skills. • Ability to manage multiple

tasks. • Excellent written and verbal

communication skills.

• An understanding of pension administration processes.

• Experience using pension administration systems or CRM software.

Behaviours & Attributes

• High attention to detail and accuracy.

• Proactive and solution-focused. • Collaborative team player.

• Able to mentor and support junior team members.

Core Competencies

Competency Description

Attention to Detail & Accuracy

Delivers error-free work, reviewing Client records and documentation for accuracy.

Communication Skills Communicates clearly and professionally, ensuring understanding with Clients and colleagues.

Organisational Skills & Time Management

Prioritises tasks effectively, managing time to meet deadlines and handle multiple tasks.

Teamwork & Collaboration

Collaborates well with colleagues, sharing information and supporting team objectives.

Initiative Takes proactive steps to resolve issues and improve processes without needing direction.

Technical Knowledge Demonstrates a good understanding of pension scheme administration processes and requirements.

Rossborough Financial will provide full training on all aspects of the role, including our Client database and document management systems and our processes and procedures for managing time-critical financial transactions.

Relevant qualifications are encouraged and will be supported in line with our internal procedures.