Pension & Investment Administrator
Posted 12/06/2024 by Vanilla Recruitment (UK) Ltd
We're delighted to be helping a successful financial services business in Lutterworth to recruit a skilled Pension & Investment Administrator. This is an excellent opportunity to join a friendly, well-reputed local team who are trusted financial advisors to a large portfolio of clients.
If you have a keen interest in the pensions and investment sector, and you have administrative experience within financial services or wealth management, we'd love to hear from you!
Hours, salary and benefits:
- 35 hours per week Monday - Friday, 9:00am - 5:00pm
- £22,000 - £30,000
- 25 days' holidays (+ bank holidays)
- Free parking
- Pension scheme
As Pension & Investment Administrator, you'll have the following duties and responsibilities:
- Obtaining current fund values for investments and creating reports from this information for customers
- Carrying out various research activities to assist in the advice process with clients
- Supporting the production of pensions, life and investments valuations and quotes
- Contributing to organisation and planning through introducing new and improved procedures
- Managing he distribution of customers' letters of authority in order to ensure regulatory compliance
- Undertaking general administrative duties (e.g. scanning, filing, preparing letters, telephone calls etc)
- Generating client-facing documents in order to complete the advice process
- Managing platform funds on an ongoing basis in order to meet customer requirements
- Continually maintaining and developing technical, product and industry knowledge
We're looking for a Pension & Investment Administrator with the following skills and experience:
- Extensive previous experience of providing similar administrative support to an IFA, or within a similar financial services or wealth management business
- CII Level 3 Certification or Level 4 Diploma would be beneficial but is not essential
- IT proficient, with a good working knowledge of MS Office
- Sound understanding of the pensions and investment sector
- Excellent communication skills, both written and verbal
- Well organised, with strong attention to detail and accuracy
- Enjoys working in a busy environment, and demonstrates a positive and proactive approach
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
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- Telephone:
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- Job Reference:
- BBBH7406_1718183475
- Job ID:
- 221813592
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