Job Description
Pensions & Investments Administrator
Location: Burnley Area / Two days WFH
Salary: Up to £30,000
Are you an experienced Financial Services Administrator looking to join a supportive and growing team? This is an excellent opportunity to play a key role in supporting Financial Advisers while delivering a first-class service to clients.
Benefits
* Life insurance
* Company pension
* Free onsite parking
* Company events
* Supportive team environment
The Role
As a Pensions & Investments Administrator, you will provide essential support to Advisers, helping to ensure clients receive a seamless and professional experience. This is a varied role where organisation, attention to detail, and client service are key.
Key Responsibilities
* Acting as a point of contact for clients via phone, video, and face-to-face interactions
* Responding to client queries in a professional and timely manner
* Providing administrative support to Advisers and the wider office
* Preparing and coordinating Annual Reviews
* Drafting correspondence to clients and providers
* Ensuring all client files and systems are accurate and fully compliant
* Supporting Paraplanners and assisting with wider team tasks
* Processing new business applications and managing existing client requests
* Preparing new client packs and documentation
* Collating plan information from new enquiries
* Managing Adviser diaries, including scheduling and logistics
* Maintaining and updating client records on internal systems
* Using platforms such as XPLAN, Dynamic Planner, and provider portals
About You
* Minimum 2 years’ experience in Financial Services administration
* Proven experience in pensions administration
* Strong knowledge of pensions and investment products
* Excellent organisational skills and attention to detail
* Confident communicator with a professional manner
* Ability to manage multiple tasks and deadlines effectively
* Comfortable using back-office systems and Microsoft Office
Why Apply?
This is a fantastic opportunity to join a well-established firm where you’ll be a valued part of the team. You’ll gain exposure to a wide range of financial planning processes while working in a collaborative and professional environment.
Apply today via NJR Recruitment or call quoting the reference NJR16572
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.