Careers at Grove Pension Solutions

Our mission is to be the best in the industry

Job Title: Compliance Analyst

Reports To: Compliance Team Leader

Role Summary: To provide technical support and training for administration staff and advisers. Check work carried out by administrative staff to ensure accuracy.

Duties and Responsibilities:

  • Keep up to date with pension rules and legislation changes.
  • Check (100%) of reviews of client’s pension schemes.
  • Check (100%) of abridged transfer value analysis of DB schemes.
  • Check (100%) of full transfer value analysis of DB schemes.
  • Check (100%) of quotations.
  • Check (100%) of applications.
  • Carry out final compliance checks once a transfer has completed on 100% of cases.
  • Understand the advice process and the regulatory requirements that we need to comply with.
  • Know how to deal with complaints.
  • Provide technical support and training to the administration teams.
  • Comply with all security and confidentiality policies.
  • Carry out any other tasks that fall within the Compliance Team.

Skills and Knowledge:

  • Good time management skills and ability to multi-task and prioritise work.
  • Attention to detail and problem solving skills.
  • Good written and verbal communication skills.
  • Detailed knowledge of both Defined Benefit and Defined Contribution schemes.

Be able to:

  • Use excel spreadsheets.
  • Use Transfer Value Analysis System.
  • Use Salesforce database.
  • Maintain up to date knowledge on pension rules and legislation.

Key Performance Indicators:

  • Achievement of service standards.
  • Accuracy.
  • Treating Customers Fairly.

Get in Touch

If you are interested in a particular position or would like more details, please email your CV to rhianna@groveps.co.uk or fill in the contact form below.

Grove Pension Solutions Ltd

New Grove House, Murray Road
Orpington
Kent
BR5 3QY
Tel No: 01959 534 082
Name*
This field is for validation purposes and should be left unchanged.

GROVE SUPPORTED CHARITIES

Grove actively support the following charities and institutions

Livability
Libra
Libra
Bromley Mencap
Aquaid