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North Oak Recruitment Ltd
Leicester
Property Administrator Leicester (ref AL1288A) Hybrid (3 days office/2 days home) Fixed Term Contract 12 months, full time Salary to £24,000 dep on exp + benefits My client is a specialist Pension Provider and they have an exciting new opportunity for an individual to join their Property Team, carrying out administration in connection with Commerci
Job Source: North Oak Recruitment LtdNorth Oak Recruitment Ltd
Leicester
Property Administrator Leicester (ref AL1289A) Hybrid (3 days office/2 days home) Permanent, full time Salary to £24,000 dep on exp + benefits My client is a specialist Pension Provider and they have an exciting new opportunity for an individual to join their Property Team, carrying out administration in connection with Commercial Properties held w
Job Source: North Oak Recruitment LtdNJR Recruitment
Leicester
SENIOR IFA ADMINISTRATOR LEICESTER SALARY BETWEEN 28,000 - 33,000 HYBRID WORKING AFTER COMPLETION OF PROBATIONARY PERIOD BENEFITS " 25 days holiday " Study support for professional development " Pension contribution " Hybrid working - 2 days office based considered after 6 months " Wellbeing support services " Social events " Free Parking NJR a
Job Source: NJR RecruitmentZOOP RECRUITMENT LTD
Market Harborough
We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our client. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. The ideal candidate will work from our Mar
Job Source: ZOOP RECRUITMENT LTDCapio Recruitment Financial Planning
Kettering
Job Title: Wealth Management Administrator Location: Kettering Salary: £25,000 - £29,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a new Administrator to join their back office team. They are a modern, forward-thi
Job Source: Capio Recruitment Financial PlanningE3 Recruitment
Lutterworth
Our client is an industry leading manufacturing business with a multimillion-pound turnover and impressive growth plans, supported with large scale investment, and an existing established network of manufacturing facilities across the UK. Following further growth at their factory based local to the Lutterworth area of Leicester, our client is now
Job Source: E3 RecruitmentE3 Recruitment
Lutterworth, England, United Kingdom
Our client is an industry leading manufacturing business with a multimillion-pound turnover and impressive growth plans, supported with large scale investment, and an existing established network of manufacturing facilities across the UK. Following further growth at their factory based local to the Lutterworth area, our client is now seeking to ap
Job Source: E3 RecruitmentALDERLEY PARK RECRUITMENT LTD
Market Harborough
Alderley Park Recruitment are currently recruiting a Paraplanner for our reputable Wealth Management Client based in Market Harborough. This is a permanent role, based on site and can pay a salary up to £40,000 DOE. THE ROLE Our client are a dynamic wealth management firm that provides comprehensive financial advice to both individuals and business
Job Source: ALDERLEY PARK RECRUITMENT LTDWigston
Investment and Pension Administrator
Wigston, Leicestershire (our ref AL1268)
Salary c£22,000 - £30,000 dep on exp plus benefits
Monday to Friday 8.45 - 5.00 (1 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:
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.
Qualifications, Knowledge and Experience
Essential:
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
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.
Investment and Pension Administrator jobs in Wigston
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