Open role
Pension & Investments Administrator
- Aggregated by CV-Library
- Farnham, Surrey
- Permanent
- Full Time
- £30,000 - £33,000 Per Annum
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 requirementsThe 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 themWhat'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 periodHours 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 like to hear from you
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 requirementsThe 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 themWhat'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 periodHours 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 like to hear from you