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GCB Recruitment
St. Neots
Are you an organised and efficient Financial Administrator with experience in dealing with Pensions and Investments. Our clients are currently looking to expand their team and can offer career progression and the opportunity to join an expanding business. Our clients are an independent practice with vast experience in Financial advice. They have an
Job Source: GCB RecruitmentSanderson
Peterborough
Complaints Handler, Finance, Pensions, Investments Complaint handler required to work with our financial services client to resolve complaints fairly, promptly and efficiently. Calls will be received over the phone, email and letters - the analyst will be required to communicate promptly, politely and professionally. Engagement is via umbrella comp
Job Source: Sanderson3sixty Resourcing Ltd
Peterborough
Junior Administrator Peterborough Full Time, Permanent £18,000 - £20,000 P.A (DOE) Our client is a leading company in Peterborough who are growing year on year. As the business continues to grow, they are now looking for a Junior Administrator who is looking to develop a career within their business. You will be very meticulous and methodical with
Job Source: 3sixty Resourcing Ltd3Sixty Resourcing Ltd
Peterborough
Business Support Administrator PeterboroughFull Time, Permanent£22,000 - £30,000 P.A (DOE) Our client manages and provides long term and sustainable finance solutions so that they can fulfil customers objectives and help them achieve their financial aspirations. They work with both private and corporate clients which are built on long term relatio
Job Source: 3Sixty Resourcing Ltd3Sixty Resourcing Ltd
Peterborough
Junior Administrator PeterboroughFull Time, Permanent£18,000 - £20,000 P.A (DOE) Our client is a leading company in Peterborough who are growing year on year. As the business continues to grow, they are now looking for a Junior Administrator who is looking to develop a career within their business. You will be very meticulous and methodical with
Job Source: 3Sixty Resourcing LtdVision-FS Recruitment
Royston
Position : IFA Administrator Location : Royston, Hertfordshire (up to 2 days per week working from home) Minimum Requirements : 2 years' IFA administration experience; Strong experience of Intelligent Office; Good platforms knowledge; Live a commutable distance to Royston Salary/package : Up to £37,000; Bonus; 25 days' holiday; Pension; Income Prot
Job Source: Vision-FS RecruitmentSwitch Recruitment Services Ltd
Cambridge, England, United Kingdom
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and e
Job Source: Switch Recruitment Services LtdSwitch Recruitment Services Ltd
cambridge
Job Description Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners. Responsibilities: - Providing administration and planning support to Financial Planners and a professional ser
Job Source: Switch Recruitment Services LtdSt. Ives
Investment and Pension Administrator
St Ives, Cambs (our ref AL1268) - office based
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 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
Inteliflo and Platform experience would be an advantage
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 St. Ives
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