Job Description

Job Title: Trainee Corporate Pension Administrator

Location: Jersey

Reports To: Manager – Corporate Team

Purpose of Role: To support the Corporate Pensions Team in delivering high-quality administration across Employer Schemes and for Individual Members. This Trainee role plays a key part in ensuring the smooth and accurate handling of processes, helping the team meet deadlines and maintain service standards. With ongoing guidance and training, the role will develop the knowledge and skills required to contribute confidently to the wider team and deliver a first-class service in line with the Company’s values. Main Responsibilities:

• Supporting the processing of monthly contribution schedules, joiner and leaver notifications, and scheme changes in an accurate and timely manner.

• Providing leaver options to Clients and assisting with related correspondence for departing scheme members.

• Assisting with maintaining individual member records across internal systems.

• Drafting and issuing routine correspondence to Clients and scheme members.

• Issuing usernames and passwords to members, responding to basic access queries, and escalating where necessary.

• Preparing and sending valuations on request.

• Liaising with pension providers, employers, and other stakeholders to gather required information and support ongoing administration.

• Fostering positive working relationships with Clients and colleagues.

• Participating fully in training and development opportunities to build knowledge, confidence, and understanding of workplace pensions.

• 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), including

Maths and English in grades C/4 or above.

• A-Levels or equivalent further education.

Experience • None. • Office-based administration experience.

Knowledge & Skills

• Numerical & written communication.

• Attention to detail & accuracy • Basic IT skills.

• Awareness of pensions or financial services.

• Proficient in Microsoft Office.

Behaviours & Attributes

• Willingness to learn & develop • Proactive approach to tasks. • Reliable, good timekeeping and

organisational skills. • Able to work well in a team

and take direction. • Trustworthy and able to handle

confidential information.

• Interest in pursuing a long- term career in financial services or pension administration.

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.

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.

Job Description

Job Title: Corporate Pension Administrator

Location: Jersey

Reports To: Manager – Corporate Team Purpose of Role: To provide high-quality administrative support to the Corporate Pensions Team, ensuring the effective day-to-day operation of Employer Pension Schemes and Individual Member services. This role plays a key part in maintaining accurate records, processing scheme activity, and delivering a reliable and professional service to Clients. The Corporate Pension Administrator contributes to the success of the team by upholding the Company values in all tasks and Client interactions. Main Responsibilities:

• Providing comprehensive administrative support across Corporate Pension Schemes, ensuring accuracy, compliance and professionalism.

• Processing new member applications and managing monthly pension contribution schedules, including bulk salary uploads and updates to contribution rates.

• Handling leavers and processing associated employer or employee refunds and single contribution transactions.

• Supporting Individual Members by issuing usernames and passwords, delivering valuation requests, and providing leaver and retirement options.

• Processing benefit-related tasks such as internal and external transfer requests, small fund commutations, tax-free lump sums and triviality claims.

• Maintaining accurate and up-to-date Client records that are in line with internal procedures and compliance standards.

• Preparing and issuing clear, professional correspondence to Corporate Clients and Scheme members.

• Communicating effectively with Corporate Clients, Individual Members, Trustees, and pension providers.

• Supporting the training and onboarding of new team members by sharing knowledge and offering guidance.

• Delivering all administrative work in accordance with Company procedures and service standards.

• Fostering positive and collaborative working relationships with colleagues and Clients.

• Managing workload efficiency and prioritising tasks to meet deadlines and Client expectations.

• 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 • Educated to GCSE or equivalent level.

• Progress towards, or completion of, a relevant professional qualification.

Experience • Previous experience in an

administrative role, ideally within financial services.

• Experience working with corporate pension schemes.

Knowledge & Skills

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

tasks. • Excellent written and verbal

communication skills.

• Familiarity with pension administration systems and software.

• Knowledge of pension scheme processes.

Behaviours & Attributes

• Strong attention to detail and accuracy.

• Ability to work independently and as part of a team

• None specified.

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 both written and verbally, adapting language and approach to suit the audience.

Organisational Skills & Time Management

Plans and prioritises tasks effectively, managing time efficiently to meet deadlines and balance multiple responsibilities.

Teamwork & Collaboration

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

Problem Solving & Initiative

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

Analyst, Investment

Research J o b D e s c r i p t i o n

JOB INFORMATION Job Description Name: Analyst, Investment Research, Investment Services International Recommended Position Title: Analyst, Investment Research Countries applicable to:

Job Code: 60053075 Job Family: Asset Management Sub-function: Investment Management

JOB PURPOSE To identify investment opportunities (stocks) that have the characteristics of a stock that the investments team would invest in and are likely to positively impact investment performance, analyse and monitor stocks for the wealth international investments division and motivate investment ideas to the investments team.

Essential Functions

Attend analyst and company management meetings of investments and companies that offer a read-through, monitor news flow relating to companies, network with external sell side research providers, provide ongoing feedback to investment team as per agreed format and update investment recommendations and valuation modelsbased on company announcements and/ or results. Determine the appropriate risk factors inherent in the company, industry, region, etc. to determine a target price and potential investment return, accordingly calculate and quantify risk matrix, evaluate qualitative information and determine the impact this would have on the risk premium of the investment. Ensure compliance with role specific and group-wide policies and procedures including regulatory and legislative frameworks. Evaluate the growth prospects and cash generation ability of the identified companies over the next 5 years, analyse the companies against an internal research framework for better understanding of the dynamics of the stock as well as the industry in which the companies operate, provide an opinion on quality of management, determine the value of the company and profit drivers and set buy-to price and target price. Form and clearly articulate opinions on the potential of investment opportunities to the investment team and actively participate in the debate as to the relative value opportunities (across sectors and analysts’ coverage) available for inclusion in client portfolios. Generate investment documentation for all the investment ideas, which will include the investment case, valuation and historical metrics. Present to fund managers motivating inclusion of stock to client portfolios while providing on-going guidance as to buy-sell- hold recommendations based on market movements and valuation models and comparisons to alternative investment opportunities.

Screen relevant sectors for suitable ideas, identify investments that meet the screen and warrant further investigation and conduct preliminary reviews of historic financial and fundamental data of the company. Support stakeholders, such as portfolio managers and internal distribution, through presentations, written material and attending client meetings as the subject matter expert and thought-leader of your investment coverage as well as being an ambassador of the investment offering..

JOB FUNCTIONS

QUALIFICATIONS

Education

Type of Qualification Field of Study Required/ Preferred And/Or

Graduate Degree Finance, Commerce,Accounting, or Numerical/Science subjects Required

Certifications CFA Preferred

Work Experience

Experience

Experience Details Required/

Preferred

5 years The role requires at least 5 years of investment analytical experience obtained at a respected financial institution. Required

Total number of years' experience 5 years

Behavioural Competencies - Essential

Behavioural Competency Description

Adopting Practical Approaches Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.

Articulating Information Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information

Challenging Ideas Prepared to disagree and question assumptions; challenges ideas and established views; comfortable arguing own perspective

Checking Things Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.

Conveying Self-Confidence Is self-assured and projects inner confidence; is confident and determines own future; values own contributions

Developing Expertise Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.

Embracing Change Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges

Examining Information Analyses and processes information; asks probing questions; strives to find solutions to problems

Generating Ideas Is creative in producing ideas; assumes an original approach when generating ideas; adopts radical solutions

Inviting Feedback Is receptive to feedback and acknowledges criticism; open to critique and critical thinking; gathers feedback from others

Meeting Timescales Is target focused and meets deadlines; is punctual and keeps to schedule; is reliable in finishing tasks

Taking Action Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy

TECHNICAL COMPETENCIES

Competency Group Investment

Competency

Level

Competency Description

Economic Analysis 2. Proficient The ability to forecast the impact of macro environmental factors on the potential performance of investments.

Performance Benchmarking 2. Proficient The ability to select the appropriate index or other benchmark information used to review investment performance.

Research 2. Proficient The knowledge and understanding required to conduct research on investment opportunities, analyse financial performance trends and produce quantitative and qualitative information to inform investment decisions.

Competency Group Trading and Transacting

Competency

Level

Competency Description

International Market Knowledge 3. Seasoned Expertise on cross border transacting, multi-country risk taking, regulations governing cross border transactions and the risks of trading in multiple jurisdictions.

Product Development 3. Seasoned The ability to stay attuned to the needs of the market and developments in the finance sector. Able to translate market knowledge into product innovations and new designs that are responsive to the needs of clients.

Quantitative Analysis 3. Seasoned The ability to build, analyse and interpret quantitative models to determine potential risk exposure. Able to analyse behaviour by using complex mathematical and statistical modelling, measurement and research.

Competency

Level

Competency Description

People Management:

# Direct Resources Managed # Indirect Resources Managed

Individual Contributor

Managerial Archetype

Contacts Description

The role may engage with company management, industry experts and sell side analysts to obtain research and provide input into the analysis process and utilise relationships to improve sector and stock knowledge. Work closely with fund managers, investment analysts and internal distribution. Operate as part of the overall Investment Services team in order to provide a thorough proposition to clients.

SCOPE

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