Financial adviser Work, Jobs in Aldenham West (with Salaries)

Pension Administrator (Documentation & Client Support)
Gemmell Financial Services —St Albans
- £27,000 - £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
Quick apply
Graduate/Entry Level Operations Specialist (Financial Advice)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Flexible schedule
Quick apply
Junior Financial Adviser
RGH‑Global Limited —London
- £35,000 - £40,000 a year
- Full-time
- Financial services
- Communication skills
Financial Adviser
Partnership Recruitment —London
- £30,000 a year
- Remote
- Customer service
- Communication skills
- School
Senior Finance Business Partner
Medivet Group Ltd —Watford
- £83,500 a year
- Full-time
- Hybrid work
Trainee Mortgage Adviser / Paraplanner
Loans Warehouse —Watford
- £23,500 - £25,000 a year
- Overtime
- CRM software
- Customer service
- Organisational skills
- Free parking
- Life insurance
Quick apply
2d
Financial Planning Specialist
National Westminster Bank PLC —St Albans
- £56,720 - £85,080 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
6h
Financial Adviser
RGH‑Global Limited —London
- Up to £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
1d
Customer Service Representative
LV= Life & Pensions —Hitchin
- £26.23 an hour
- Overtime
- Hybrid work
- Communication skills
- Employee assistance programme
- Employee discount
UK Finance Business Partner
Medivet Group Ltd —Watford
- £65,000 a year
- Full-time
- Analysis skills
- Analytics
Finance Business Partner
Affinity Water —Hatfield
- Full-time
- Hybrid work
- Training & development
- Communication skills
- Annual leave
- Work from home
3d
Finance Manager
Spring Community Hub —London
- £16,382 a year
- Part-time
- Hybrid work
- Accounting
- Organisational skills
- Budgeting
Quick apply
Trainee Financial Adviser
Mattioli Woods —London
- Travel
9d
Policy Adviser - China and Hong Kong
HM Treasury —London
- £44,600 - £50,906 a year
- Part-time
- Hybrid work
- Analysis skills
- Presentation skills
- Financial services
- Annual leave
- Flexitime
Financial Controller
Toshiba EMEA —Staines-upon-Thames
- Data analysis skills
- Continuous improvement
- Communication skills
Financial Controller
Resident Advisor —London
- £70,000 - £80,000 a year
- Full-time
- Hybrid work
- Team management
- Training & development
- Annual leave
- Employee discount
Quick apply
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Financial services
- Communication skills
- Referral programme
Employment Adviser
Reed In Partnership —Hertford
- £30,000 - £31,500 a year
- Full-time
- Customer service
- English
- Travel
- Annual leave
- Flexible schedule
2d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply

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Pension Administrator (Documentation & Client Support)

Gemmell Financial Services
St Albans

Quick apply

Job details

Part-time | Full-time
£27,000 - £40,000 a year

Benefits

Free parking
Company pension

Qualifications

Microsoft Word
Pension
Microsoft Excel
Meeting coordination
Administrative support experience
Microsoft Office Suite
Microsoft Office
Copy editing
Editing quality assurance passes
Organisational skills
Writing and editing experience
Communication skills
Time management
Office experience

Full job description

No Agency Applications Please

Gemmells, a family-run pensions and financial advisory business based in the beautiful city of St Albans, is expanding its administration team and looking for a Pension Administrator (Documentation & Client Support) to support our client advisory team. Whether you're starting your career or bringing years of experience, we'd love to hear from you.

This varied role combines pensions administration, document writing, copywriting, editing, proofreading and office support. Working alongside our advisers, you will help prepare high-quality client reports, meeting papers, advisory documents and correspondence, ensuring all written and numerical information is accurate, clear and professionally presented.

This is an excellent opportunity for someone with strong written and numerical skills who enjoys producing high-quality work and is looking to build a long-term career within pensions and financial services. Full training and support will be provided to help you develop your knowledge and progress within the business.

The role reports to the Office & HR Manager and includes preparing, writing, editing and proofreading client and internal documentation, assisting with research, supporting pension administration and calculations, and providing day-to-day administrative support. It is a varied position where no two days are the same.

The successful candidate will:

have experience working in an office or professional environment;
have excellent written English and strong numerical skills;
enjoy producing professional documents with a high level of accuracy and attention to detail;
be confident using Microsoft Office, particularly Word and Excel;
have excellent organisational and time management skills;
have a personable communication style and enjoy working as part of a team;
be keen to learn, develop and build a career within pensions and financial services; and
be able to work under their own initiative.

ROLE OVERVIEW

Job Purpose

The Pension Administrator (Documentation & Client Support) will support our advisers by preparing, reviewing and maintaining professional client documentation while also assisting with pension administration and office support. The role requires someone who is equally comfortable working with words and numbers, enjoys producing accurate work and is keen to develop new skills.

Key Relationships

Office & HR Manager
Operations Manager
Administration Team
Finance Team
Client Advisers
General Office Support Team

Reports to

Office & HR Manager.

ROLE PROFILE

Responsibilities include, but are not limited to:

preparing, writing, editing and proofreading professional client and internal documentation;
assisting advisers with the preparation of client reports, meeting papers and professional correspondence;
administering a broad range of pension and employee benefit documentation;
preparing and checking pension calculations and ensuring information is accurately recorded within internal systems;
assisting with the onboarding of new clients, including maintaining accurate records and databases;
responding to member and client enquiries in a professional and timely manner;
carrying out research to support advisers and client work where appropriate;
checking documents, calculations and correspondence for accuracy and consistency;
helping ensure documents are professionally formatted and easy to understand;
preparing and coordinating meeting agendas, meeting packs and minutes;
formatting and password-protecting PDF documents;
checking and coordinating mail merges and responses;
preparing and submitting annual documentation; and
providing general office and administrative support to the wider team.

Knowledge, Skills & Experience

Pension knowledge or experience would be desirable but is not essential.
Previous office or administration experience would be advantageous.
Experience preparing professional documents, proofreading, editing or copywriting would be beneficial but is not essential.
Excellent written English with the ability to produce clear, professional documentation.
Comfortable working with both written information and numerical calculations.
Excellent attention to detail and a commitment to producing accurate work.
Good Microsoft Office skills, particularly Word and Excel.
Strong organisational and time management skills.
Excellent communication and interpersonal skills.
A positive attitude, willingness to learn and an interest in developing a career within pensions and financial services.

Salary pending on qualifications and experience.

ABOUT US

Gemmells delivers actuarial, investment, pensions and employee benefits support and consultancy to the trustees of pension schemes, as well as to employers. We also offer individual financial and investment management advice, including pension and retirement planning, life assurance and income protection.

Since the company's launch almost 25 years ago, our team has grown steadily, with most of our people holding professional qualifications. These include highly qualified chartered financial advisers, actuaries, accountancy and tax experts, administrators, communications professionals and support staff.

INCLUSION & DIVERSITY

As a responsible business, it is important that we represent the diversity of our people, our clients and our communities. We know that diversity makes us a better company and helps us attract the best talent, drive innovation through diversity of thought and deliver the best experience to everyone who meets us. We recruit based on merit, irrespective of age, disability, gender, gender identity, race, ethnicity, marital status, religion, sex, sexual orientation or any other status protected by UK law.

Please note: Applications will be reviewed collectively at the end of August, and shortlisted candidates will be contacted shortly afterwards.

Job Types: Full-time, Part-time

Pay: £27,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking

Ability to commute/relocate:

St Albans, Hertfordshire: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in aldenham west

Pension Administrator (Documentation & Client Support)

Graduate/Entry Level Operations Specialist (Financial Advice)

Junior Financial Adviser

Financial Adviser

Senior Finance Business Partner

Trainee Mortgage Adviser / Paraplanner

Financial Planning Specialist

Financial Adviser

Customer Service Representative

UK Finance Business Partner

Finance Business Partner

Finance Manager

Trainee Financial Adviser

Policy Adviser - China and Hong Kong

Financial Controller

Financial Controller

Financial Planning (IFA) Administrator

Financial Adviser (Stokenchurch)

Employment Adviser

Associate Financial Advisor - Hybrid

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