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 qual...