Financial adviser Work, Jobs in Simpson, Bkm (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
Customer Service Representative
LV= Life & Pensions —Hitchin
- £26.23 an hour
- Overtime
- Hybrid work
- Communication skills
- Employee assistance programme
- Employee discount
Senior Commercial Finance Manager
Dominos —Milton Keynes
- Full-time
- Analysis skills
- Team management
- Leadership
5d
Customer Experience - Epicor Systems Administrator
Fords Packaging Systems —Kempston
- Full-time
- CRM software
- Continuous improvement
- Communication skills
- Life insurance
Quick apply
Financial Controller
Strata —Milton Keynes
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- AI
- Annual leave
Quick apply
Financial Adviser
Barfield Financial Advisors —Northampton
- £26,000 - £45,000 a year
- Full-time
- Financial services
- In-person
Quick apply
4d
Finance Apprentice
Shoosmiths —Northampton
- Computer literacy
- Accounting
- Computer skills
6d
Finance Manager
TAG Live® —Stewartby
- £50,000 - £55,000 a year
- Hybrid work
- Annual leave
Quick apply
Parts Advisor - Milton Keynes
Glyn Hopkin —Milton Keynes
- Time management
Financial Services Lead Generator
NFU Mutual Brackley —Hinton in the Hedges
- £15.50 - £16.75 an hour
- Part-time
- Hybrid work
- CRM software
- Customer service
- Computer literacy
- Work from home
- Flexible schedule
Quick apply
13d
Defence Account Manager
Smiths Detection —Hemel Hempstead
- Full-time
- Hybrid work
- Business development
- Leadership
Quick apply
Commercial Property Manager
NAA-Jones Lang LaSalle Resources —Northampton
- Full-time
- Sales
- Contracts
- Budgeting
Quick apply
Corporate Tax Manager - Milton Keynes or Watford
KPMG —Milton Keynes
- Full-time
- Hybrid work
- Analysis skills
- Project management
- Team management
11d
Mortgage & Protection Adviser
Partnership Recruitment —Milton Keynes
- Remote
- Business development
- Travel
- Communication skills
Insurance Manager
TPG —Hemel Hempstead
- Monday to Friday
- Microsoft Powerpoint
- Analysis skills
- Negotiation
- Employee discount
- Referral programme
Client Service Adviser
Benefact Group —Stevenage
- From £25,000 a year
- Full-time
- Communication skills
- Annual leave
- Sick pay
Mortgage and Protection Adviser
Insurance & Mortgage Solutions Ltd —Thame
- £27,000 - £80,000 a year
- Full-time
- Hybrid work
- Maths
- Financial services
- Communication skills
- Profit sharing
- Life insurance
Quick apply
3d
Business Tax Manager
Menzies LLP —Stevenage
- Full-time
- Hybrid work
- Mentoring
- Computer skills
- Training & development
Precision Tool Unit Fitter
Fords Packaging Systems —Kempston
- Up to £750 a week
- Overtime
- Quality control
- Communication skills
- Life insurance
Quick apply
Regulatory Counsel
Leisure Employment Services —Hemel Hempstead
- Part-time
- Hybrid work
- Analysis skills
- 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

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financial adviser jobs in simpson, bkm

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