Financial Services Administrator

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.