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Junior Bernard

Junior Bernard

New Job

AXA Wealth

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AXA Wealth

New Job

SIPP (Self Invested Personal Pension)

As an administrator my role was to process income payments for pension, calculate and apply charges to policies.
Investigate historical policy, IT and system issues and provide resolutions.
Ad hoc and complex pension queries, requesting Investment Fund Disinvestments
Training staff new starters and existing staff, Ensuring process guides are accurate and up to date
Contact with Financial advisers, clients and the HMRC

Prudential

Pension Administrator

Group AVC (additional voluntary contribution) Pension polices
Administration
Quotes
Historical reconciliations
Data Entry