- To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction.
- To carry out various research activities to assist in the advice process with clients.
- To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.
- To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g. The company Client Management System)
- To manage the process of distributing customers' letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.
- To undertake general administrative duties (e.g. scanning, filing, preparing letters etc) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance.
- To generate client facing documents in order to complete the advice process.
- To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained.
- To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively.
- Knowledge and experience of using computers and a variety of general software packages - the role demands a high degree of IT literacy
- Knowledge and understanding of the pensions and investment sector
- Self motivated and willingness to learn in a fast-paced environment
- Enthusiastic and inspiring character
- Excellent organisational skills
- Have the ability to work under pressure in a busy department
-
Pensions Administrator
4 weeks ago
Mattioli Woods Leicester, United KingdomWe are recruiting for several Financial Services Administrators to join our Wealth Management Teams across the Group. · These are hybrid roles, the successful applicants will be expected to regularly work from the Leicester office, with some flexibility on remote working. · **THE ...
-
Pension Administrator
3 weeks ago
PB Recruitment Consultants Ltd Leicester, United Kingdom**An award-winning Pension Specialist, currently requires an experienced Pension Administrator to provide a comprehensive administration service to customer and advisors. An exceptional opportunity to advance your career in the Pension sector withan company that offers genuine ca ...
-
Pensions Administrator
3 weeks ago
Switch Recruitment Leicester, United KingdomDue to continued expansion our client, an award winning SIPP provider, are currently seeking to recruit experienced Pension Administrators to provide a comprehensive administration service to customer and advisors. · In return our client is looking to offer a competitive basic sa ...
-
Pensions Administrator
3 weeks ago
Switch Recruitment Leicester, United Kingdom Full timeDue to continued expansion our client, an award winning SIPP provider, are currently seeking to recruit experienced Pension Administrators to provide a comprehensive administration service to customer and advisors. · Candidates will ideally have experience in administering a SIPP ...
-
Trainee Pensions Administrator
3 weeks ago
Flowers Associates Leicester, United Kingdom**Trainee Pensions Administrator** · Location: Leicester, LE1 · **Salary**: £20,000 - £24,000 DOE · Hours: Full time, Monday to Friday 9-5:15pm with 1 hour lunch break · Permanent Vacancy · Are you an experienced administrator, looking for a new challenge within the sector of Pen ...
-
Senior Pensions Administrator
3 weeks ago
Avanti Schools Trust Leicester, United Kingdom**Senior Pensions Administrator**: · Location · Leicester · Discipline: · External · **Salary**: · Grade 6-8, £26,640 - £31,386 per annum FTE (PTE £14,208 - £16,739 per annum) · Job ref: · 004702 · Published: · about 11 hours ago · Duration: · Fixed term up to two years, part tim ...
-
Senior Pensions Administrator
3 weeks ago
Switch Recruitment Leicester, United KingdomWe are pleased to be recruiting on behalf a long standing client of ours for a Senior Pensions Administrator, on a part time basis, due to increased business volumes but offering home / hybrid working. · **Experience**: · - Strong IT stills, including Microsoft Office and a high ...
-
Pensions Administrator
2 weeks ago
Pertemps Leicester Leicester, United Kingdom Contract, Part timePensions Administrator · Leicester · 12 month Fixed-Term Contract · Hybrid working · Part time hours (22.5 hours per week) · £14.00 per hour · Benefits of the Pensions Administrator: 33 days holiday (inc bank holidays), flexible hours, hybrid working available after training, p ...
-
Senior Pensions Administrator
2 weeks ago
Avanti Schools Trust Leicester, United Kingdom**Grade**:Grade 6-8, £26,640 - £31,386 per annum FTE (_PTE £14,208 - £16,739 per annum) · - **Hours**:Part-time 20 hours per week (Mon - Fri 4 hours per day) · **About us and the role** · We are currently recruiting a part-time Senior Pensions Administrator to manage the growing ...
-
Pensions Administrator
1 week ago
Mattioli Woods Leicester, United KingdomWe are recruiting for several Pensions Administrators to join our team in Leicester. These are hybrid roles; the successful applicants will be working from the office with the opportunity to work from home once training is complete. · As a Pensions Administrator , the successful ...
-
Pension Administrator
4 weeks ago
Page Personnel - UK Nottingham, United KingdomImmediate Start Available · - Competitive Salary · **About Our Client**: · Our client is a market leader in their industry and are looking for a Pensions Administrator to join their team in Nottingham. · Pension Administrator Key Responsibilities: · - Assisting with Pension Queri ...
-
Investment and Pension Administrator
3 weeks ago
North Oak Recruitment Oadby & Wigston, United KingdomInvestment and Pension AdministratorWigston, Leicestershire (our ref AL1268B)Salary c£22,000 - £30,000 dep on exp plus benefitsMonday to Friday 8.45 – day working from home after probation period)My client is an established Wealth Management company based near Leicester City Cent ...
-
Pensions Administrator
2 weeks ago
Pertemps Tamworth Commercial Meriden, United KingdomPensions Administrator · Permanent · Monday - Friday 9am - 5pm · £25,000 per annum · Duties will include; · - Provide a pension administration service to staff. · - Scheduling auto-enrolment and re-enrolment activities. · - Weekly and monthly reconciliation and submission of decl ...
-
Pensions Administrator
3 weeks ago
Adecco UK Coventry, United KingdomA leading global automaker and provider of innovative mobility solutions are currently looking to recruit a key account executive to work 37.5 hours per week on a hybrid basis working in the office 2/3 days per week and home working. · *** · **Primary Purpose of Role** · As a pen ...
-
Pensions Administrator
2 weeks ago
Page Personnel Finance Nottingham, United KingdomOur client is a leading retailer in Nottingham and are looking for a Pensions Administrator to join their team on a fixed term contract. · **Client Details** · Our client is a market leader in their industry and are looking for a Pensions Administrator to join their team in Notti ...
-
Pension Administrator
3 weeks ago
Railpen Coventry, United Kingdom**About Railpen** · Railpen is responsible for the safekeeping and investment of around £37 billion in assets and the administration of several pension schemes, including the Railways Pension Scheme, one of the UK's largest and longest established pension funds. · Our heritage of ...
-
Pension Administrator
3 weeks ago
Pertemps Network Group Coventry, United Kingdom**Job Description**: · **Job Role: Pensions Administrator** · **Salary: 25k** · **Hours: Monday · - Friday 9-5.30pm** · **Perm** · **Benefits** · - Full support through a highly experienced Pension Administrator- Company Pension- Progression**The Company** · Would you like the op ...
-
Pensions Administrator
3 weeks ago
Alexander Lloyd Coventry, United KingdomAlexander Lloyd are recruiting for a Pensions Administrator based in Coventry. This is a great opportunity to join and in-house firm · You will be responsible for providing the day-to-day administration services for a Defined Benefit scheme this will include processing and checki ...
-
Pensions & Benefits Administrator
4 days ago
Priory Group Leicester, United Kingdom Fixed Term - Part timePensions & Benefits Administrator · Reference · PRI90761 · Location · Priory Group Central Office, 2 Barton Close, Grove Park, Enderby, Leicester, LE19 1SJ · Priory Group Division · Central Services · Salary · Competitive · Hours · 22.5 · Vacancy Type · Fixed Term - Part T ...
-
Pensions Administrator
4 weeks ago
Pertemps Leicester Leicester, United Kingdom £14Pensions Administrator · Leicester · 12 month Fixed-Term Contract · Hybrid working · Part time hours (22.5 hours per week) · £14.00 per hour · Benefits of the Pensions Administrator: 33 days holiday (inc bank holidays), flexible hours, hybrid working available after training ...
Investment and Pension Administrator - Wigston, United Kingdom - North Oak Recruitment Ltd
Description
Investment and Pension Administrator
Wigston, Leicestershire (our ref AL1268)
Salary c£22,000 - £30,000 dep on exp plus benefits
Monday to Friday day working from home after probation period)
My client is an established Wealth Management company based near Leicester City Centre and they are now looking to appoint a Pension and Investments Administrator. With experience and a genuine interest in the Pensions, Investments or Wealth Management Industry, you will join an existing team of like-minded individuals.
Job Purpose:
To provide administrative support to Advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.
Duties and Responsibilities:
Qualifications, Knowledge and Experience
Essential:
Desirable - CII Level 3 Certificate or Level 4 Diploma although not essential
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
