Job Description
Private Wealth Management
Salary Up to £35,000 (DOE) - Excellent Benefits
Our client is a well-established firm of Independent Financial Planners, who offers specialist financial, taxation and independent investment advice for both individual clients and businesses in the UK and internationally. A newly created vacancy for a Pension Administrator is available to work from their offices in Surrey. Providing a professional and effective administrative service for all clients, daily responsibilities will include.
Monitor own workflow and prioritisation of outstanding work.
Maintain a full and efficient diary system.
Assist other team members and cover for absence of other administration staff where required.
Communicating with clients, financial advisors, solicitors, accountants, H M Revenue & Customs, fund managers, insurance companies and other professional connections by letter, telephone, e-mail and fax.
The successful candidate will need to have previous experience working as a Pension Administrator - knowledge of OMNI database would be beneficial however this is by no means essential. You will have excellent understanding of Microsoft systems Word, Outlook, Excel and PowerPoint as well as having solid communication skills and the ability to multi-task. Our Client is looking for a self-starter, proactive individual, who has the passion and drive to succeed in a fast paced, professional environment.
If this Pensions Administrator role sounds of interest or any other roles, I am working on please get in touch with Sam at Financial Divisions.