Alexander Daniels is working in partnership with a well-established and highly respected financial services organisation operating across the UK.
This is an excellent opportunity for an individual looking to develop their career and build long-term expertise within a supportive and collaborative financial services environment.
Pension & Investment Administrator Overview
This position plays a key role in supporting financial advisers and internal teams by delivering efficient, accurate, and compliant administrative services across pensions and investment products. The successful candidate will be responsible for managing client data, processing new business, and liaising with providers to ensure a seamless client journey.
Key Responsibilities
* Process new pension and investment business submissions, ensuring all documentation is complete, accurate, and compliant prior to submission
* Maintain and update client records on internal systems, ensuring data accuracy at all times
* Submit applications to providers via online systems and postal methods where necessary
* Proactively monitor and chase providers to obtain timely updates on applications and ongoing cases
* Keep advisers and clients informed on case progress and workflow status
* Prepare client documentation, including post-sale correspondence and plan schedules
Operational & Administrative Duties
* Manage and prioritise workload effectively to meet deadlines and service standards
* Maintain workflow activity and task management within back-office systems
* Ensure all client documentation is appropriately stored and archived within internal document management systems
* Obtain and follow up on client authorities with providers and third parties
* Support the production of client reports, including valuations and cost/charges statements for review meetings
* Assist with ongoing service processes, including client communications and database management
Compliance & Governance
* Ensure all activities align with regulatory standards and internal compliance frameworks
* Maintain a strong focus on delivering positive customer outcomes in line with FCA expectations
* Adhere to all internal policies, including those relating to conflicts of interest and inducements
* Verify that all new business files meet compliance standards before processing
Team & Business Support
* Provide general administrative assistance to advisers and wider teams as required
* Respond to queries from colleagues and stakeholders in a professional and timely manner
* Contribute to team performance by sharing knowledge and supporting colleagues when needed
Skills & Experience Required
* Previous experience within a financial services administration role, with exposure to pensions and investments
* Working knowledge of financial products such as personal pensions, group schemes, or investment products
* Strong IT skills, including proficiency in Microsoft Office and CRM/back-office systems
* Excellent organisational and time management abilities
* Strong communication skills, both written and verbal
* Ability to work accurately in a fast-paced environment
Desirable:
* Industry qualifications (or working towards), such as financial services administration or regulatory certifications
Personal Attributes
* Highly organised with a methodical approach to work
* Flexible and adaptable to changing priorities
* Strong attention to detail and accountability for own work
* Customer-focused with a collaborative mindset
* Committed to continuous professional development
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