Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers by managing Pension, Investment, and Protection business cases.
- Company: Join a respected firm of Financial Planners under St James Place.
- Benefits: Gain valuable experience in Wealth Management with a supportive team environment.
- Why this job: Exciting opportunity to grow your career in a successful practice with high standards.
- Qualifications: Looking for motivated individuals eager to learn and improve their skills.
- Other info: Be part of a dynamic team focused on client success and compliance.
The predicted salary is between 30000 - 42000 £ per year.
Our client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers. Joining a highly successful and respected practice, this is a truly exciting opportunity for a high calibre individual who is keen to make a move in order to improve their career within the Wealth Management industry. The main purpose of the role is to ensure all Pension, Investment and Protection business cases are managed effectively and to ensure that the companies\’ standards are maintained. The successful candidate will be responsible for preparing meeting support packs and valuations reports for each planned meeting as well as providing direction and motivation for the administration team. Responsibilities Administration of both new and existing business, ensuring compliance, reports and process procedures are followed Maintaining accuracy of client information and assisting with the on-going management of the client
Pensions and Investment Administrator employer: NJR Recruitment Careers
Contact Detail:
NJR Recruitment Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions and Investment Administrator
✨Tip Number 1
Familiarize yourself with the Wealth Management industry, especially focusing on pensions and investments. Understanding the key concepts and current trends will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Demonstrate your organizational skills by preparing a mock meeting support pack. This will showcase your ability to manage tasks effectively and give you a practical example to discuss during interviews.
✨Tip Number 4
Research the specific firm you are applying to. Understand their values, services, and client base so you can tailor your approach and show how you can contribute to their success.
We think you need these skills to ace Pensions and Investment Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Pensions and Investment Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in administration, particularly within financial services or wealth management. Mention specific tasks you've handled that align with the responsibilities listed in the job description.
Showcase Your Skills: Make sure to highlight skills that are crucial for this role, such as attention to detail, compliance knowledge, and the ability to manage client information accurately. Use examples from your past work to demonstrate these skills.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Explain why you are a good fit for their team and how you can contribute to their success.
How to prepare for a job interview at NJR Recruitment Careers
✨Understand the Wealth Management Industry
Make sure you have a solid understanding of the wealth management industry, particularly in pensions and investments. Familiarize yourself with current trends, regulations, and key players to demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Organizational Skills
As an Administrator, you'll need to manage multiple tasks efficiently. Prepare examples from your past experiences where you successfully organized and prioritized your workload, ensuring compliance and accuracy in client information.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and decision-making skills. Think about how you would handle specific situations related to pension and investment administration, and be ready to discuss your thought process.
✨Highlight Team Collaboration
Since the role involves providing direction and motivation for the administration team, be prepared to discuss your experience working in teams. Share examples of how you've contributed to team success and supported colleagues in achieving common goals.
