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

requirementsThe 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 themWhat'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 periodHours 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