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Administrator (Pensions & Investments)

Administrator (Pensions & Investments)


£35,000 – £40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holiday

Do you have experience working in the Financial Services sector, from an admin perspective, looking to advance your career with a specialist pensions administrator, where you will receive dedicated training to ensure you reach your full potential, with progression pathways to paraplanner or IFA positions?

Are you skilled in financial administration, looking to work for a well-established, award winning provider of SIPP and SSAS who will recognise your skills and expertise, and reward it with great benefits such as private medical insurance for yourself, and your spouse, an enhanced pension, highly competitive salary and personal development plans, support towards achieving highly regarded qualifications, where you could eventually move into a variety of different exciting positions within the company, if you so wish?

On offer is the opportunity to join a highly successful company, which can provide you with flexitime, and a rewarding role where you will be communicating with clients, and completing a variety of administrative tasks, in relation to pensions, investments, life assurance and mortgages, with the potential for progression into a paraplanner, or financial advisory role?

The role:

  • Carrying out admin tasks in support of the sales process and client review process
  • Use back office systems such as Intelliflo to maintain client records
  • Communicate effectively with clients within the financial services sector
  • Maintaining client files and records
  • Processing new business applications, including checks to confirm documentation is correct
  • Creating and processing fund switch reports
  • Understanding the regulator requirements relating to independent financial advisors

The person:

  • Experience with administration within Financial Services (Investments, Pensions or Similar)
  • Excellent telephone manner and organizational skills

On offer is an excellent opportunity for a financial administrator, to join an well respected firm, who pride themselves on their employee satisfaction, where you will be in a largely autonomous, and exciting role, where no two days will be the same. You will have the potential to benefit from great training courses, and career development.

Keywords: Finance Administrator, Pension Administrator, CF1, Investment Administrator, Financial Services Administration, Godalming, Surrey, Admin, Customer Service, Paraplanner, Financial Advisor, IFA

If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now.

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