FTC Associate
Financial Services
FTCAssociate-Retirements-GPSDelivery
Neural analysis suggests this role is
optimal for Mid+ candidates.
“FTC Associate - Retirements - GPS Delivery at FTC Associate. Skills: Pension administration, Retirement projections, Financial calculations. Process retirement disinvestments requests. Issue regulatory packs”
Industry & Context.
What They're Looking For.
Must Have
Work allocated completed accurately, Work allocated completed timely, Updating member records, Issue routine correspondence, Satisfied legal requirements, Satisfied compliance requirements, Adhered to Quality standards, Adhered to Productivity standards, Handle mailbox queries, Handle escalation log queries, Handle other queries, Maintain compliance with confidentiality, Handle client sensitive information, Handle additional admin responsibilities, Handle process related responsibilities, Escalate potential issues timely, Understanding of mutual funds, Understanding of financial products, Good communication skills, Customer centric approach, Working well as a team player, knowledge of MS Excel, handling mailboxes using Outlook, knowledge of PowerPoint
Nice to Have
Experience in client services teams, Interacting with clients via email, Interacting with clients via phone, Prior knowledge of pensions process
What You'll Do.
Process retirement disinvestments requests
Issue regulatory packs
Issue non-regulatory packs
Conduct complex calculations
Setup SIPP Pension Accounts
Facilitate setup of Annuities
Manage exception handling
Perform reconciliation
Generate control reports
Address mailbox queries
Address audit requests
Issue manual payment forms
Issue manual payment letters
Record benefit crystallisation events
Report reportable events
Ensure client instructions dealt accurately
Ensure client instructions dealt timely
Liaise with various teams
Complete priority work on time
Escalate potential issues timely
Pick up additional tasks
Pick up additional responsibilities
Complete projects efficiently
Complete SSEs efficiently
Demonstrate commitment to customer service
Showcase Fidelity values
Assist teams to meet SLA
Timely allocation of work
Update member records
Follow written procedures
Follow supervisor direction
Ensure legal requirements satisfied
Ensure compliance requirements satisfied
Liaise with internal departments
Complete priority work
Identify process improvement ideas
Raise customer experience improvement ideas
Maintain compliance with confidentiality
Handle client sensitive information
Handle additional admin responsibilities
Handle process related responsibilities
Escalate potential issues
How You'll Work.
Team & Collaboration
Liaise with various teams; Liaise with internal departments
Communication Scope
Good communication skills
Full Job Description
# **About the Opportunity** Job Type: Permanent Application Deadline: 21 June 2026 **Title: FTC Associate - Retirements - GPS Delivery** **Department: GPS Delivery - WI Retirements** **Location: Bangalore** **Reports To: Team Lead/Assistant Manager** **Level: Grade 1** We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our **Retirements - GPS Delivery** team and feel like you’re part of something bigger. **About your team** Retirements - GPS Delivery team supports and maintains pension administration services for a wide range of corporate/retail clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery. GPS Retirements teams is AA rated process that handles Disinvestment requests and producing Retirement Projections for Workplace Investing/ Retail members and Financial Advisers. Retirements - GPS Delivery team is responsible to process few key critical tasks : * Processing retirement disinvestments requests received from members/ trustees. * Issuing both regulatory and non-regulatory packs to customers nearing retirement age. * Conducting complex calculations, including Protected Tax-Free Cash (PTFC) and other tax-related computations essential to the retirement process. * Setting up of SIPP Pension Accounts following transfer of drawdown assets. * Facilitating the setup of Annuities outside FIL or within Fidelity, such as Guaranteed Lifetime Income for SIPP FAS clients. * Monitoring web journeys and managing exception handling to ensure seamless customer experience. * Performing reconciliation and generating control reports to uphold operational integrity. * Addressing mailbox queries, audit requests, and issuing manual payment forms and letters. * Recording
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