Pension & Investments Administrator

Profiles Personnel • Permanent • Farnham, Surrey, England, United Kingdom • £30k - £33k / year • 6h ago

***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

Processing new pensions and investment business
Liaising with Financial Consultants, Paraplanners and providers
Maintaining accurate records on the Intelliflo back - office system
Handling correspondence with clients, providers and advisers
Managing diaries and preparing files for client meetings
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
Strong attention to detail and excellent organisational skills
Good IT skills and confidence using back-office systems
A professional and personable communication style
Strong numerical ability
A positive, team-focused approach
Financial services qualifications (R01-R06 or equivalent), or be actively working towards them

What's on Offer

Friendly and supportive team environment
Opportunity to develop your financial services career
Exposure to a wide range of pension and investment administration
Long-term career prospects within a growing and successful firm
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.

You may also be interested in these jobs

Customer Service Advisor

Windsor Telecom • Permanent • Camberley, Surrey, England, United Kingdom • £26k - £30k / year • 6h ago

Work from Home

Customer Service Advisor Full Time Office Based / Hybrid Stonehouse or Camberley Salary 26k-30k DOE About Windsor We believe in making technology easy and enjoyable for businesses of all sizes, providing communications,...

6h ago

Apply

Executive Assistant

Universal Business Team • Temporary • Slough, Slough, England, United Kingdom • £38k - £42k / year • 6h ago

Work from Home

Our client is a design-led interior refurbishment and furniture business specialising in the education sector, with a strong reputation across private schools, academies, and learning environments. They are seeking a hig...

6h ago

Apply

HR Officer

Michael Page • Permanent • Slough, Slough, England, United Kingdom • £42k - £45k / year • 6h ago

Work from Home

To provide comprehensive HR operational support to an SME business of circa 100 heads across 3 sites - (UK, Spain and Israel). To ensure efficient delivery of HR services across the organisation. The HR Officer will act...

6h ago

Apply

Administrator

Connect Recruitment • Temporary • Slough, Slough, England, United Kingdom • £27k / year • 6h ago

Work from Home

Job Description: We are seeking a detail-oriented and organised individual to join our Legal Administration Team as a This role involves logging customer complaints into the software system, as well as ensuring the prope...

6h ago

Apply

HR Manager

Ashley Kate HR & Finance • Permanent • Feltham, Greater London, England, United Kingdom • £40k - £45k / year • 6h ago

Work from Home

HR Manager (Standalone) - Legal Sector Part-Time (4 days / 28 hours) | Circa £40,000 take-home (FTE £50k) Southwest London (Feltham, Chiswick & surrounding offices) We are proud to be partnering with a well-establish...

6h ago

Apply

Get more jobs like this

Create a free job alert