Financial planning administrator 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
12d
Administrator
Bupa —Barnet
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
2d
Wealth & Financial Planning Administrator
Leagold Miller —London
- £30,000 - £40,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
8d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Backlog & Works Administrator
ISS Facility Services —London
- Remote
- Organisational skills
- Contracts
- Communication skills
Quick apply
Financial Administrator
Bupa —Wembley
- £26,422.50 - £33,595.85 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
Project Administrator
Places for People —London
- Up to £40,000 a year
- AI
- Leadership
- Employee assistance programme
- Employee discount
6d
IFA Administrator
Hoxton Wealth —London
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Manager, Financial Planning & Analysis
Human Rights Watch —London
- £80,000 - £110,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Accounting
- Relocation assistance
7d
Global Financial Systems Administrator
CIBT —London
- Microsoft Powerpoint
- Analysis skills
- Bachelor's degree
- Annual leave
- Employee discount
8d
Sales Operations Manager
Eckoh —Hemel Hempstead
- From £70,000 a year
- Full-time
- Hybrid work
- CRM software
- Salesforce
- Communication skills
- Free parking
- Work from home
Quick apply
9d
Database Administrator
Indra Group UK & Ireland —London
- Computer Science
- Analysis skills
- Travel
- Work from home
- Employee assistance programme
Quick apply
Operations, Data and Planning Officer
Imperial College London —South Kensington
- £48,246 - £58,318 a year
- Full-time
- CRM software
- Microsoft Outlook
- Databases
- Annual leave
7d
Operations & Administration Manager
Club Excel Leisure Ltd —London
- Full-time
- Childcare
- Administrative experience
- Accounting
Quick apply
2d
Merchandising Administrator
Vivienne Westwood —London
- £28,800 - £29,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Data entry
- Organisational skills
- Annual leave
- Employee assistance programme
Group Risk Administrator
Moore Kingston Smith —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Writing skills
- Continuous improvement
- Quality control
- Employee assistance programme
Quick apply
1d
Regional Customer Relations Administrator
One Heart Clinic —London
- Up to £30,000 a year
- 8 hour shift
- Hybrid work
- Databases
- Front desk
- In-person
- Relocation assistance
- Annual leave
Quick apply
14d

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financial planning administrator jobs near aldenham west

Pension Administrator (Documentation & Client Support)

Gemmell Financial Services
St Albans

Quick apply

Job details

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

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 planning administrator jobs in aldenham west

Pension Administrator (Documentation & Client Support)

Administrator

Wealth & Financial Planning Administrator

Financial Planning (IFA) Administrator

Financial Planning Administrator

Associate Financial Advisor - Hybrid

Backlog & Works Administrator

Financial Administrator

Project Administrator

IFA Administrator

Financial Administrator (Home Counties)

Manager, Financial Planning & Analysis

Global Financial Systems Administrator

Sales Operations Manager

Database Administrator

Operations, Data and Planning Officer

Operations & Administration Manager

Merchandising Administrator

Group Risk Administrator

Regional Customer Relations Administrator

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