***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
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Processing new pensions and investment business
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Liaising with Financial Consultants, Paraplanners and providers
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Maintaining accurate records on the Intelliflo back - office system
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Handling correspondence with clients, providers and advisers
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Managing diaries and preparing files for client meetings
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Ensuring all administration is completed in line with FCA and compliance requirements
The ideal Pension & Investment Administrator will need
- Previous administration experience within an IFA or Financial Planning environment
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Strong attention to detail and excellent organisational skills
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Good IT skills and confidence using back-office systems
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A professional and personable communication style
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Strong numerical ability
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A positive, team-focused approach
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Financial services qualifications (R01-R06 or equivalent), or be actively working towards them
What's on Offer
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Friendly and supportive team environment
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Opportunity to develop your financial services career
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Exposure to a wide range of pension and investment administration
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Long-term career prospects within a growing and successful firm
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Opportunity for hybrid working following a successful probationary period
Hours 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.
