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For Companies At a Glance
- Tasks: Manage and maintain Individual Savings Accounts and pension portfolios with precision.
- Company: Join a dynamic team in Leeds focused on financial growth and client satisfaction.
- Benefits: Enjoy competitive salary, potential for growth, and a supportive work environment.
- Why this job: Perfect for detail-oriented individuals looking to make an impact in finance.
- Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn.
- Other info: Great opportunity for high school and college students to kickstart their careers.
ISA and Pensions Analyst
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
Leeds
£25,000 – £30,000
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 client-facing role, your main contact will be with other department colleagues for any possible queries.
What we’re looking for
For entry-level 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
ISA and Pensions Analyst employer: Redmayne Bentley
Contact Detail:
Redmayne Bentley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land ISA and Pensions Analyst
✨Tip Number 1
Familiarize yourself with the specific regulations and guidelines surrounding ISAs and pensions in the UK. This knowledge will not only help you during the interview but also demonstrate your commitment to the role.
✨Tip Number 2
Practice using spreadsheets and data management software, as these are crucial for the role. Being able to showcase your proficiency in these tools can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with maintaining records and ensuring compliance. Think of specific examples where you successfully managed deadlines and accuracy in your previous roles.
✨Tip Number 4
Network with professionals in the finance and pensions sector. Engaging with others in the field can provide valuable insights and potentially lead to referrals or recommendations for the position.
We think you need these skills to ace ISA and Pensions Analyst
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of an ISA and Pensions Analyst. Familiarize yourself with terms related to Individual Savings Accounts and pensions, as well as the specific tasks mentioned in the job description.
Tailor Your CV: Highlight relevant experience in financial administration or data processing. Emphasize any previous roles where you managed records or worked with spreadsheets, as these skills are crucial for this position.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples from your past experiences that demonstrate your ability to meet deadlines and handle documentation effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is essential for this role.
How to prepare for a job interview at Redmayne Bentley
✨Know Your Numbers
As an ISA and Pensions Analyst, you'll be dealing with financial data regularly. Brush up on your understanding of ISAs and pensions, including current regulations and best practices. This will show your potential employer that you're serious about the role.
✨Familiarize Yourself with Bespoke Systems
Since the job involves using bespoke systems and spreadsheets, it’s a good idea to familiarize yourself with common financial software and tools. If you have experience with similar systems, be ready to discuss how you used them effectively in past roles.
✨Attention to Detail is Key
Highlight your attention to detail during the interview. Provide examples from your previous work where your meticulousness helped avoid errors or improved processes. This is crucial for maintaining accurate records in ISA and pension administration.
✨Demonstrate Time Management Skills
The role requires completing actions within agreed deadlines. Be prepared to discuss how you prioritize tasks and manage your time effectively. Share specific instances where you successfully met tight deadlines in your previous positions.
