ISA and Pensions Analyst in Leeds
ISA and Pensions Analyst in Leeds

ISA and Pensions Analyst in Leeds

Leeds Entry level 20000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage and administer ISAs and pension portfolios with attention to detail.
  • Company: Join Redmayne Bentley, a respected name in financial services.
  • Benefits: Gain industry qualifications and grow your career in a supportive environment.
  • Why this job: Perfect for detail-oriented individuals looking to make an impact in finance.
  • Qualifications: Entry-level candidates need admin experience; Excel skills are a must.
  • Other info: Opportunity for career advancement and professional development.

The predicted salary is between 20000 - 30000 £ per year.

ISA and Pensions Analyst
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 were 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 in Leeds employer: Redmayne Bentley

At Redmayne Bentley, we pride ourselves on being an exceptional employer in Leeds, offering a supportive work culture that fosters professional growth and development. Our ISA and Pensions Analysts benefit from comprehensive training opportunities, including industry-standard qualifications, while enjoying a collaborative environment that values attention to detail and teamwork. With competitive salaries and a commitment to employee well-being, we ensure that our team members are equipped to thrive in their roles and advance their careers.
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Contact Detail:

Redmayne Bentley Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land ISA and Pensions Analyst in Leeds

✨Tip Number 1

Familiarize yourself with ISA and pension regulations. Understanding the basics of these financial products will not only help you in the interview but also show your genuine interest in the role.

✨Tip Number 2

Brush up on your Microsoft Excel skills. Since this role requires a confident user of IT systems, being proficient in Excel will give you an edge, especially when discussing your ability to manage data effectively.

✨Tip Number 3

Highlight any previous administrative experience you have, particularly in regulated industries. This will demonstrate your understanding of compliance and attention to detail, which are crucial for this position.

✨Tip Number 4

Prepare to discuss your time management skills. Since the role involves meeting deadlines, be ready to share examples of how you've successfully managed your time in past roles or projects.

We think you need these skills to ace ISA and Pensions Analyst in Leeds

Attention to Detail
Administrative Skills
Knowledge of Pensions Regulations
Knowledge of ISA Regulations
Microsoft Excel Proficiency
Time Management Skills
Ability to Work Independently
Team Collaboration Skills
Compliance Awareness
Audit Assistance Experience
Record Keeping Skills
Data Processing Skills

Some tips for your application 🫡

Understand the Role: Make sure you fully understand the responsibilities of an ISA and Pensions Analyst. Familiarize yourself with the key tasks such as maintaining ISAs, processing records, and ensuring compliance with regulations.

Highlight Relevant Experience: If you have previous administrative experience, especially in financial services or regulated industries, make sure to highlight this in your CV and cover letter. Use specific examples to demonstrate your attention to detail and time management skills.

Showcase IT Proficiency: Since the role requires confident use of IT systems, particularly Microsoft Excel, mention any relevant software skills you possess. If you have experience with spreadsheets or data management, be sure to include that.

Tailor Your Application: Customize your CV and cover letter to reflect the job description. Use keywords from the listing, such as 'compliance', 'audits', and 'teamwork', to show that you are a good fit for the position.

How to prepare for a job interview at Redmayne Bentley

✨Showcase Your Attention to Detail

Since the role requires excellent attention to detail, be prepared to discuss specific examples from your previous experience where you successfully managed tasks that required precision. Highlight any instances where your attention to detail made a significant impact.

✨Demonstrate IT Proficiency

As a confident user of IT systems, especially Microsoft Excel, make sure to mention any relevant skills or projects you've worked on. If possible, bring up specific functions or tools in Excel that you are familiar with, as this will show your capability in handling the technical aspects of the job.

✨Emphasize Team Collaboration

Even though this is not a client-facing role, teamwork is still essential. Be ready to share experiences where you collaborated with colleagues to solve problems or improve processes. This will demonstrate your ability to work well within a team environment.

✨Prepare for Compliance Questions

Given the importance of compliance in this role, familiarize yourself with basic ISA and pension regulations. Be prepared to discuss how you would ensure compliance in your work and any relevant experiences you have had in regulated environments.

ISA and Pensions Analyst in Leeds
Redmayne Bentley
R
  • ISA and Pensions Analyst in Leeds

    Leeds
    Entry level
    20000 - 30000 £ / year (est.)

    Application deadline: 2027-03-18

  • R

    Redmayne Bentley

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