Our client is a very well established financial planning firm based in Knutsford, Cheshire. They are currently recruiting a Pensions Administrator to join their growing team.
About you
To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes:
· Administration experience, preferably in a financial planning company
· A basic knowledge of investments, pensions and life assurance policies.
· Financial administration qualifications would be advantageous.
· Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.
Responsibilities
· Processing authority letters, gathering financial data for new clients and annual reviews.
· Preparing application forms and client documentation.
· Processing financial transactions on platforms.
· Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
· Dealing with the post, emails and any correspondence relating to clients or their financial situation.
· Providing administrative support to the financial planners and paraplanners as required.
· Supporting clients with administrative queries and communication as required.
What is on offer
The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all the financial planners and paraplanners.
Salary is dependent on experience