Pensions administrator Work, Jobs in Swindon, Wil (with Salaries)

IFA Administrator / Client Support Administrator
Butler Toll —Swindon
- £26,000 - £32,000 a year
- Full-time
- CRM software
- Data entry
- Organisational skills
- Free parking
Quick apply
9d
Patient Administrator
Circle Health Group —Swindon
- £25,044.87 a year
- Part-time
- Hospital
- Computer literacy
- Administrative experience
- Employee discount
- Life insurance
8d
Customer Services Advisor
Oak Furnitureland —Swindon
- £26,436.80 a year
- Full-time
- Microsoft Word
- Communication skills
- Free parking
- Employee assistance programme
8h
Senior Admin Officer
The White Horse Federation —Swindon
- £32,164.11 - £36,571.10 a year
- Microsoft Outlook
- Customer service
- Administrative experience
- Employee assistance programme
- Employee discount
5d
Clinical Governance Administrator
Prospect Hospice —Swindon
- £28,330 - £31,520 a year
- Microsoft Outlook
- Administrative experience
- Organisational skills
- Free parking
- Annual leave
23h
HR & Business Administrator
Neafs UK Ltd. —Swindon
- From £15 an hour
- Part-time
- Microsoft Word
- Computer literacy
- Writing skills
- Free parking
- Annual leave
Quick apply
5d
Scheduler/Administrator
Steele Davis Limited —Devizes
- £28,000 - £30,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Data entry
- Life insurance
Quick apply
9h
Financial Administrator
Perspective Financial Group —Marlborough
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
7d
Funeral Administrator
A Slade and Son Ltd —Cirencester
- From £27,000 a year
- Part-time
- Heavy lifting
- Customer service
- Microsoft Office
Quick apply
People Administrator
Guideposts Trust —Witney
- £10,140 - £13,520 a year
- Part-time
- Microsoft Office
- Administrative experience
- Driving
- Health & wellbeing programme
- Flexitime
Quick apply
Office Administrator
Motofix Accident Repair Centres —Cirencester
- Up to £23,400 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Life insurance
Quick apply
5d
Logistics Administrator
WALKER LOGISTICS LTD —Hungerford
- From £25,000 a year
- Full-time
- Maths
- Data entry
- SharePoint
- Employee discount
Quick apply
7d
Systems Administrator - Spacecraft Control Centre
AIRBUS Defence and Space Limited —Chippenham
- Full-time
- Hybrid work
- Maintenance
- Free parking
- Employee assistance programme
Administrator
Capita —Upavon
- £25,155 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Employee discount
8d
Administrator
Savills —Cirencester
- Annual leave
Charity Administrator - 9 month FTC
Openwork UK Ltd —Swindon
- £26,000 a year
- Hybrid work
7d
PPM Administrator
Arcus FM —Cirencester
- Up to £26,437 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
- Annual leave
Quick apply
1d
Office Administrator
RHW ENGINEERING LTD —Melksham
- £12.71 - £13.00 an hour
- Part-time
- Microsoft Outlook
- Inventory control
- Administrative experience
- Free parking
Quick apply
8h
Strutt & Parker - Administrator
BNP Paribas —Cirencester
- Full-time
- Microsoft Outlook
- Customer service
- Organisational skills
- Annual leave
- Employee discount
Payroll and Accounts Administrator
Merityre Specialists Limited —Andover
- £20,000 - £22,000 a year
- Part-time
- Customer service
- In-person
- Communication skills
- Annual leave
- Employee discount
Quick apply

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pensions administrator jobs near swindon, wil

IFA Administrator / Client Support Administrator

Butler Toll
Swindon

Quick apply

Job details

Full-time
£26,000 - £32,000 a year
9 days ago

Benefits

Free parking
Additional leave
Company pension

Qualifications

CRM software
Investment
Financial Conduct Authority guidelines
Pension
Client engagement
Stakeholder liaison
Administrative support experience
Filing
Data entry
Organisational skills
Front desk
Financial services
Financial advisory support experience
Communication skills

Full job description

About Butler Toll

Established in 1990, Butler Toll is an independent financial consultancy, directly regulated and authorised by the Financial Conduct Authority to carry out investment business in the UK.

We specialise in providing strategic financial advice and wealth management services for private investors, business owners and senior executives throughout the UK.

We have an exciting opportunity for an experienced IFA Administrator / Client Support Administrator looking for a new challenge.

This is a client-facing support role suited to someone who is highly organised, numerate, and confident communicating directly with clients and providers, with solid working knowledge of back-office systems and platforms.

What we offer:

A supportive, close-knit team environment
25 days holiday with additional time off between Christmas and the New Year.
Pension Scheme with 5% Employers Contribution.
Death in Service benefit and PMI with Bupa.
Free Parking at Offices
Study support and career development opportunities within financial services.
Competitive salary, dependent on experience.

As an IFA Administrator you will work alongside an aligned planner and be responsible for the same bank of clients. You will be;

Working closely with financial planners and client banks
Responding to email enquiries and liaising directly with clients on a daily basis
Processing new business applications, tracking to completion
Working on general client servicing queries & requirements
Setting up new clients on internal systems and external platforms
Preparing/sending documentation for clients appointments and meetings, including the production of annual planning meeting packs.
Dealing with internal/client/third party queries efficiently
Follow processes to ensure risk is kept to a minimum
Assist in managing the annual review process
Liaising with advisers, outsourced paraplanning partners, directors and third parties to ensure a smooth and compliant client process
First point of contact for the office – answering the office calls,
Client meeting preparation - greeting visitors to the office, preparing refreshments
Dealing with the incoming and outgoing post
Printing, copying, scanning, emailing, posting, faxing and binding relevant documents, saving emails/documents to the back office system
Maintaining accurate client records at all times
Providing support with various ad-hoc business projects
Liaising with policy providers for policy details and obtaining policy illustrations.
Ensuring all data entry is completed accurately and within specified timelines.

Prior Experience / Knowledge:

Minimum 2 years previous experience in a client support or administration role within an IFA, wealth management or platform environment.
Strong working knowledge of Intelligent Office (iO) or a comparable back-office/CRM system.
Practical experience using investment platforms, ideally Transact, Quilter and/or Wealthtime.
Good understanding of the new business and servicing lifecycle for pensions, investments and protection.
Familiarity with FCA regulatory requirements relevant to an administrative role in a regulated firm.

Behaviours and competencies:

Excellent verbal and written communication skills, with a confident, professional manner when engaging directly with clients.
Highly numerate, comfortable working with figures, valuations and financial documentation with a high level of accuracy.
Strong organisational skills with the ability to manage a busy, varied workload and prioritise effectively.
A proactive, flexible approach — happy to support one planner as a priority while pitching in elsewhere when the team needs it.
A strong work ethic, reliability and a genuine commitment to delivering excellent client outcomes.
High attention to detail and a methodical approach to processes and record-keeping.
A collaborative team player who is comfortable working independently and using initiative.

Job Type: Full-time

Pay: £26,000.00-£32,000.00 per year

Benefits:

Additional leave
Company pension
Free parking

Work Location: In person

Quick apply

Refine Your Search

pensions administrator jobs in swindon, wil

IFA Administrator / Client Support Administrator

Patient Administrator

Customer Services Advisor

Senior Admin Officer

Clinical Governance Administrator

HR & Business Administrator

Scheduler/Administrator

Financial Administrator

Funeral Administrator

People Administrator

Office Administrator

Logistics Administrator

Systems Administrator - Spacecraft Control Centre

Administrator

Administrator

Charity Administrator - 9 month FTC

PPM Administrator

Office Administrator

Strutt & Parker - Administrator

Payroll and Accounts Administrator

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