ISA and Pensions Analyst
ISA and Pensions Analyst
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Job Description
Hours per Week
37.5
Work Pattern
8.30am 5.00pm
Salary
(entrylevel)
(experienced)
Client Facing
No
Our ISA and Pensions Analysts are responsible for the maintenance and administration of all our Individual Savings Accounts (ISAs) and pension portfolios.
This will involve checking and processing records on our bespoke systems and spreadsheets and ensuring all actions are completed within our agreed deadlines.
You will be checking documentation and records to ensure compliance with regulations as well as assisting with any audits and reporting requirements.
This is not a clientfacing role your main contact will be with other department colleagues for any possible queries.
Further specific details about the role can be found in the job description attached to this advert.
What were looking for
For entrylevel applicants:
- Previous administrative experience ideally within financial services or another regulated industry.
- Excellent attention to detail.
- Confident user of IT systems particularly Microsoft Excel.
- Confident working independently and as part of a team.
- Excellent time management skills.
For experienced applicants:
- Strong knowledge of pensions & ISA regulations.
- Previous experience within a similar role.
What does the future look like
Once you are settled into the role you will begin to take on more responsibility within the team including taking on more complex processing and tasks.
Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications if that is something they wish to do.
Typically our administrators would start on the Level 3 Investment Operations Certificate which provides them with a deep understanding of our industry FCA regulations and how our firm operates. This can then act as a pathway to further qualifications such as the Level 4 Investment Advice Diploma.
INDLOW
Who we are
At Redmayne Bentley our goal is to provide excellent personal investment services that enhance clients wealth.
It is an exciting time to be part of our firm having recently launched our new fiveyear business plan to improve grow and accelerate. We will achieve this through seeking operational and productivity improvements growing the investment management and financial planning services leveraging and protecting existing income lines and considering new acquisition opportunities.
As one of the UKs largest independent investment management and stockbroking firms we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn grow and develop across the financial sector.
Our friendly inclusive and collaborative environment rewards hard work with generous perks and benefits and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.
Our future looks more exciting than ever come and share it with us.
Our Values
Our core values are at the heart of everything we do:
Our Benefits
We are always continuing to improve our employee benefits to support our employees lifestyles provide more flexibility and to reward and recognise excellence.
Pension
Scheme
Private
Medical Insurance
Employee Assistance Programme
Travel Loans and Cycle to Work
Reward and Recognition Schemes
Hybrid
Working
Group Life Assurance
Generous Family Leave Entitlements
Are you interested in this role
Yes Thats great! Find out more about our application process below and what to expect after applying.
Applying is easy! All you need to do is enter your email address and click theApply Now button or alternatively signin using your social media profile. You will then be asked to enter your details and submit your CV.
We review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next steps. In the meantime find out more about us and our teams using the headers at the top or following us onsocial media.
If you are successful in being shortlisted we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.
Documents
Required Experience:
IC
Employment Type
Full-Time
