Address
Form of workJob Description:
Are you an experienced Investments & Pensions Administrator seeking an exciting opportunity to join a prestigious financial services firm? Our client, a renowned leader in the industry, is currently looking for a skilled professional to join their team. As an Investments & Pensions Administrator, you will play a crucial role in providing administrative support to the firm's advisers, ensuring exceptional customer service and compliance with regulatory standards.
Key responsibilities include:
- Obtaining current fund values for investments and generating client reports.
- Conducting research activities to assist in the advisory process.
- Supporting the production of pensions, life, and investments valuations and quotes.
- Contributing to organizational efficiency by introducing new procedures and leveraging resources effectively.
- Managing the distribution of customers’ letters of authority to ensure regulatory compliance.
- Undertaking general administrative duties to meet deadlines and regulatory requirements.
- Generating client-facing documents to facilitate the advice process.
- Managing platform funds to meet customer requirements.
Qualifications, Knowledge, and Experience:
Essential:
- Strong organizational skills.
- Proficiency in using computers and various general software packages.
- Ability to work under deadlines and manage own workloads effectively.
Desirable:
- Experience in pensions and/or investments administration.
- Knowledge of specific industry products and practices.
- Possession of CII Level 3 Certificate or Level 4 Diploma (preferred but not essential).
Why Apply:
- Join a prestigious financial services firm with a reputation for excellence.
- Competitive salary and benefits package.
- Opportunity for professional growth and development.
- Collaborative and supportive work environment.
How to Apply:
If you're ready to take the next step in your career as an Investments & Pensions Administrator, we want to hear from you!
