Address
Form of work
SalaryInvestments and Pensions Administrator
Location: Leicestershire or St Ives offices
Salary: £22,000 - £30,000
Main Roles and Responsibilities:
To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction
To carry out various research activities to assist in the advice process with clients.
To support the production of pensions, life and Investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.
To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g. The company Client Management System)
To manage the process of distributing customers’ letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.
To undertake general administrative duties (e.g. scanning, filing, preparing letters etc) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance.
To generate client facing documents in order to complete the advice process.
To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained.
To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively.
The ideal candidate will have:
Excellent organisational skills
Knowledge and experience of using computers and a variety of general software packages (currently using Intelligent Office and Microsoft)
The ability to work to deadlines and manage own workloads
A positive attitude and willingness to learn
Benefits
Competitive salary
32 days annual leave (including bank holidays)
Private Medical Insurance
Performance based bonuses
Limitless progression
A close knit and supportive team
This is an excellent and exciting opportunity with a brilliant firm so for more information or a confidential discussion apply NOW or get in touch
