Pension & Investment Technical Specialist

Pension & Investment Technical Specialist, £24,000 - £30,000 plus annual bonus, plus bens. Mon-Fri 9am-5pm Your new company Hays are working in partnership with Legal and General in Cardiff. Legal and General are a multi-award winning FTSE 100 financial services company with offices located in Cardiff City Centre. Your new role Working as a Pension & Investment Technical Specialist you will work in the investments team in Cardiff City Centre. Job Duties Oversee the day to day administration of pension, ISA and investment products administered on the digital platform. Ensure the requirements of the regulatory, legislative and legal frameworks the products are subject to are met in full. This will include regulatory and tax reporting processes, the design and delivery of statutory customer disclosures and oversight of operational processes that present a higher risk of rule compliance failure. Provide support to Customer Services teams by being a point of referral for queries and complaints that require in depth product technical knowledge. Other duties will include Responsible for ensuring that all Pension, ISA and other investment product and regulatory rules are effectively embedded in operational processes. Operate key controls that ensure regulatory compliance, proactively improving these to ensure continuous improvement and robust risk management. The role is captured by the Training and Competency scheme, and it is your responsibility to take ownership for your self-development and demonstrate the level of competence and capability to meet the needs of the scheme. Customer service support- proactively support customer support teams by providing a technical support capability, answering referrals and working with the Learning and Development team to devise product technical training where required Regulatory and tax reporting- Develop and oversee robust operational processes to meet all regulatory and tax reporting requirements. Ensure that all statutory customer disclosure requirements are met through high quality correspondence that is accessible and understandable to a broad customer base. Regulatory change and horizon scanning- Proactively engage in industry/regulatory change issues, remaining fully up to date with changes on the horizon and share key insights with the wider Operations leadership team. Support regulatory change initiatives by personally owning and overseeing operational activity required to delivery change projects and maintain ongoing product compliance. Maintain contact/relationship with trade bodies and represent the organisation where applicable at meetings and conferences, ensuring we have an industry leading product technical function. Treating Customers Fairly (TCF)- we aspire to provide our customers with brilliant service experiences. You will be responsible for ensuring we meet our regulatory and legislative requirements, whilst still maintaining simple, intuitive customer journeys that help our customers make sense of their finances and decisions we ask them to make. What you'll need to succeed Qualifications:Level 3 qualifications from the Charted Insurance Institute, Chartered Institute for Securities and Investments or equivalent are either required, or must be attained within 2 years of entering the role to meet the requirements of the Training and Competency scheme.Knowledge: Experience working with Pension and Investment products, preferably in a technical department with an in-depth understanding of: Pension tax rules ISA tax rules FCA handbook (COBS, DISP, T&C etc) Experience: Regulatory change, proposition delivery, tax and regulatory reporting. Sonata experience would be desirable What you'll get in return You will get the opportunity to work for FTSE100 company based in the heart of Cardiff. Hours of work are Monday to Friday, 9am - 5pm, there is some flexibility around start and finish time. You will be working in small team of 3. This role has no staff management responsibilities. Salary for the role is £24,000 - £30,000 based on experience and qualifications, plus annual performance bonus, plus benefits. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk