Pension and Investment Administrator
Pension and Investment Administrator

Pension and Investment Administrator

Elderslie Full-Time 25400 - 28500 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join us as a Pension and Investment Administrator, handling customer requests and ensuring top-notch service.
  • Company: Aviva is a leading insurance and investment company committed to making a positive impact.
  • Benefits: Enjoy hybrid working, competitive salary, generous pension contributions, and 25 days holiday plus bank holidays.
  • Why this job: Gain valuable experience in finance while working in a supportive, fast-paced team environment.
  • Qualifications: We're looking for strong organisational skills, attention to detail, and a passion for customer service.
  • Other info: Flexible working options available; we encourage applications from all backgrounds.

The predicted salary is between 25400 - 28500 £ per year.

Location: Maxim Park @ Euro Central

Start Date: 14th July

Starting salary between £25,400 - £28,500 (depending on hours, location, skills and experience). Our standard full-time contracts are for 35 hours per week (with options for part time working); we also offer a 40-hour contract which has an enhanced salary of up to £32,571.

This role will offer hybrid working between our Maxim Park office at Euro Central and working from home. Please note this is not a fully remote role - a minimum requirement of 2 days working in the office per week.

Aviva introduced "smart-working" in 2020 and encourage flexible working; however, the successful post-holder will ideally need to be based within an hour's commutable distance from our Maxim Park office, as training and your role will be a mix of office-based work and home working (this will be agreed with your manager dependent on the role).

Are you someone who has excellent organisational, administration and customer service skills, who also has (or has an interest in gaining), an understanding of Pension, ISA and Investment Portfolio products? This role will give you the opportunity to gain an understanding of the complex nature of our products, plus you will gain insight into the regulatory aspects of our Savings and Retirement business (i.e., exposure to working towards HMRC and Financial Conduct Authority (FCA) rules).

If you have these skills, we have fantastic opportunities as a Pension and Investment Administrator in our Platform area, where you will be part of a fast-paced team within an ever-evolving environment.

A bit about the job:

This is predominantly an admin-based role with an element of making/taking phone calls after processing knowledge has been obtained. As a Pension and Investment Administrator, you will be responsible for processing all customer and IFA requests that are received via post, email, phone and reports. You will ensure you exceed required service levels within a controlled environment, whilst always adhering to regulatory and client requirements!

Skills and experience we're looking for:

  • Ability to work at a fast pace and with high volumes whilst maintaining accuracy and attention to detail.
  • Excellent communication skills (both written and verbal) and relationship building with customers and colleagues.
  • Ability to follow processes and procedures, to manage your own workload effectively and identify opportunities for improvement.
  • Good working knowledge of Microsoft applications, particularly Excel and OneNote.
  • Previous experience in an administrative and/or customer service/financial services role.

Please note this job role is not sponsorable under the Home Office points based system.

What you'll get for this role:

Our purpose - with you today, for a better tomorrow - is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We have so much to offer when it comes to being an Aviva colleague.

  • Generous pension (starting level Aviva contributes 8% when you contribute 2%)
  • Competitive salary with excellent benefits package
  • Bonus opportunity - actual amount depends on your performance and Aviva's.
  • 25 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days
  • Make your money go further - Up to 40% discount on Aviva products & other retailer discounts
  • Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme
  • Brilliantly supportive policies including parental and carer's leave
  • Flexible benefits to suit you, including sustainability options such electric cars and cycle to work
  • Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others
  • We take your wellbeing seriously with lots of support and tools

Aviva is for everyone. We're inclusive and welcome everyone - we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don't, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares. We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working - spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva take a look here. We interview every disabled applicant who meets the minimum criteria for the job. Once you've applied, please send us an email stating that you have a disclosed disability, and we'll interview you. We'd love it if you could submit your application online. If you require an alternative method of applying, please send an email to marygold.tasi@aviva.com.

Pension and Investment Administrator employer: Aviva

Aviva is an exceptional employer, offering a dynamic work environment at our Maxim Park office in Euro Central, where you can thrive as a Pension and Investment Administrator. With a strong focus on employee development, we provide generous benefits including a competitive salary, flexible working options, and a supportive culture that values diversity and inclusion. Join us to not only advance your career but also make a meaningful impact through our community initiatives and well-being support.
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Contact Detail:

Aviva Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pension and Investment Administrator

✨Tip Number 1

Familiarise yourself with the key products mentioned in the job description, such as Pension, ISA, and Investment Portfolio products. Understanding these areas will not only help you during the interview but also demonstrate your genuine interest in the role.

✨Tip Number 2

Brush up on your knowledge of regulatory aspects related to pensions and investments, particularly HMRC and FCA rules. This knowledge will be crucial in showcasing your readiness for the responsibilities of the role.

✨Tip Number 3

Highlight your organisational and customer service skills in conversations or networking opportunities. Be prepared to share specific examples of how you've successfully managed workloads and improved processes in previous roles.

✨Tip Number 4

Since this role involves a mix of office and home working, ensure you can articulate your ability to adapt to different working environments. Discuss any previous experiences that demonstrate your flexibility and effectiveness in both settings.

We think you need these skills to ace Pension and Investment Administrator

Organisational Skills
Administration Skills
Customer Service Skills
Understanding of Pension Products
Knowledge of ISA and Investment Portfolio Products
Attention to Detail
Excellent Communication Skills (Written and Verbal)
Relationship Building
Process Adherence
Workload Management
Microsoft Excel Proficiency
Microsoft OneNote Proficiency
Ability to Work at a Fast Pace
Experience in Financial Services

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in administration and customer service, particularly in financial services. Emphasise skills like attention to detail, communication, and proficiency in Microsoft applications.

Craft a Strong Cover Letter: Write a cover letter that showcases your interest in pensions and investments. Mention specific skills that align with the job description, such as your ability to work at a fast pace and manage workloads effectively.

Highlight Relevant Skills: In your application, clearly outline your organisational skills and any experience you have with pension, ISA, or investment products. This will demonstrate your understanding of the role and its requirements.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.

How to prepare for a job interview at Aviva

✨Research the Company and Role

Before your interview, take some time to research Aviva and understand their values, mission, and the specifics of the Pension and Investment Administrator role. This will help you tailor your answers and show genuine interest in the position.

✨Prepare for Common Questions

Anticipate questions related to your organisational skills, customer service experience, and knowledge of pension and investment products. Be ready to provide examples from your past experiences that demonstrate your abilities in these areas.

✨Showcase Your Communication Skills

Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member to refine your verbal communication skills.

✨Demonstrate Attention to Detail

Given the importance of accuracy in processing customer requests, be prepared to discuss how you ensure attention to detail in your work. You might want to share specific strategies or tools you use to maintain high standards in your administrative tasks.

Pension and Investment Administrator
Aviva
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  • Pension and Investment Administrator

    Elderslie
    Full-Time
    25400 - 28500 £ / year (est.)

    Application deadline: 2027-05-22

  • A

    Aviva

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