Address
Form of work
SalaryJob Role: Investment and Pension Administrator
Location: Leicester
Salary: 24- 28k Per Annum
The Company:
Our client is a Wealth Management company based in Leicestershire. Due to growth of the company, they are recruiting for an experienced Pensions and Investments Administrator to join their team.
The Candidate:
The ideal candidate will have Knowledge and understanding of the pensions and investment sector
Excellent organisational skills
Have the ability to work under pressure in a busy department
Intelliflo Office and platform experience.
CII Level 4 Diploma or higher would be desirable but is not essential
Job Role Responsibilities:
To obtain current fund values for investments and create reports for customers in accordance with their expectations.
To conduct various research activities to assist in the advice process with clients.
Support the production of pensions, life and Investments valuations and quotes using established Company procedures and formats to meet deadlines, customer needs and regulatory requirements.
Managing the process of distributing customers' letters of authority to ensure regulatory compliance and to ensure relevant information is gathered
General administrative duties (e.g. scanning, filing, preparing letters etc.), meeting deadlines and ensuring appropriate records are maintained and are accessible.
Generate client facing documents to complete the advice process.
Managing platform funds on an ongoing basis to meet customer requirements
Licence/Certification Required:
Intelliflo Office and platform experience.
CII Level 4 Diploma or higher would be desirable but is not essential
Apply:
To apply for the Investment and Pension Administrator position, please send your CV to (url removed) or call Annika directly on (phone number removed).
