Job Description
***PENSION & INVESTMENT ADMINISTRATOR***
Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01–R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.
Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants.
Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking
Key responsibilities for the Pension & Investment Administrator include
* Processing new pensions and investment business
* Liaising with Financial Consultants, Paraplanners and providers
* Maintaining accurate records on the Intelliflo back - office system
* Handling correspondence with clients, providers and advisers
* Managing diaries and preparing files for client meetings
* Ensuring all administration is completed in line with FCA and compliance requirements
The ideal Pension & Investment Administrator will need
* Previous administration experience within an IFA or Financial Planning environment
* Strong attention to detail and excellent organisational skills
* Good IT skills and confidence using back-office systems
* A professional and personable communication style
* Strong numerical ability
* A positive, team-focused approach
* Financial services qualifications (R01–R06 or equivalent), or be actively working towards them
What's on Offer
* Friendly and supportive team environment
* Opportunity to develop your financial services career
* Exposure to a wide range of pension and investment administration
* Long-term career prospects within a growing and successful firm
* Opportunity for hybrid working following a successful probationary period
Hours 9am-5pm Monday to Friday
If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd love to hear from you.