Pension Administrator

Knutsford - UK

Monthly Salary: GBP 27500 - 27500

Experience Required: 1-3years

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

Our client is a very well established financial planning firm based in Knutsford Cheshire. They are currently recruiting a Pensions Administrator to join their growing team.

About you

To thrive as an Administrator you will need specific experience and skills. You should be able to tick these boxes:

Administration experience preferably in a financial planning company

A basic knowledge of investments pensions and life assurance policies.

Financial administration qualifications would be advantageous.

Comfortable using different types of technology and systems including CRM and project management systems and a range of investment.

Responsibilities

Processing authority letters gathering financial data for new clients and annual reviews.

Preparing application forms and client documentation.

Processing financial transactions on platforms.

Preparing client reviews including gathering financial data updating goals information and setting up meetings.

Dealing with the post emails and any correspondence relating to clients or their financial situation.

Providing administrative support to the financial planners and paraplanners as required.

Supporting clients with administrative queries and communication as required.

What is on offer

The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.

The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients working closely with all the financial planners and paraplanners.

Salary is dependent on experience.

Required Skills:

Independent Financial Advice Suitability Reports Financial Planning Pensions Investments IFA Administration

Our client is a very well established financial planning firm based in Knutsford Cheshire. They are currently recruiting a Pensions Administrator to join their growing team.About youTo thrive as an Administrator you will need specific experience and skills. You should be able to tick these boxes: Ad...