At a Glance
- Tasks: Support financial advisers by managing client data and processing pension and investment submissions.
- Company: Join a respected financial services organisation with a collaborative culture.
- Benefits: Gain valuable experience, competitive salary, and opportunities for professional development.
- Other info: Dynamic team environment with a focus on continuous learning and growth.
- Why this job: Build your career in finance while making a real impact on clients' financial journeys.
- Qualifications: Experience in financial services administration and strong IT skills required.
The predicted salary is between 30000 - 40000 £ per year.
Alexander Daniels is working in partnership with a well-established and highly respected financial services organisation operating across the UK. This is an excellent opportunity for an individual looking to develop their career and build long-term expertise within a supportive and collaborative financial services environment.
This position plays a key role in supporting financial advisers and internal teams by delivering efficient, accurate, and compliant administrative services across pensions and investment products. The successful candidate will be responsible for managing client data, processing new business, and liaising with providers to ensure a seamless client journey.
Key Responsibilities- Process new pension and investment business submissions, ensuring all documentation is complete, accurate, and compliant prior to submission.
- Maintain and update client records on internal systems, ensuring data accuracy at all times.
- Submit applications to providers via online systems and postal methods where necessary.
- Proactively monitor and chase providers to obtain timely updates on applications and ongoing cases.
- Keep advisers and clients informed on case progress and workflow status.
- Prepare client documentation, including post-sale correspondence and plan schedules.
- Manage and prioritise workload effectively to meet deadlines and service standards.
- Maintain workflow activity and task management within back-office systems.
- Ensure all client documentation is appropriately stored and archived within internal document management systems.
- Obtain and follow up on client authorities with providers and third parties.
- Support the production of client reports, including valuations and cost/charges statements for review meetings.
- Assist with ongoing service processes, including client communications and database management.
- Ensure all activities align with regulatory standards and internal compliance frameworks.
- Maintain a strong focus on delivering positive customer outcomes in line with FCA expectations.
- Adhere to all internal policies, including those relating to conflicts of interest and inducements.
- Verify that all new business files meet compliance standards before processing.
- Provide general administrative assistance to advisers and wider teams as required.
- Respond to queries from colleagues and stakeholders in a professional and timely manner.
- Contribute to team performance by sharing knowledge and supporting colleagues when needed.
- Previous experience within a financial services administration role, with exposure to pensions and investments.
- Working knowledge of financial products such as personal pensions, group schemes, or investment products.
- Strong IT skills, including proficiency in Microsoft Office and CRM/back-office systems.
- Excellent organisational and time management abilities.
- Strong communication skills, both written and verbal.
- Ability to work accurately in a fast-paced environment.
- Industry qualifications (or working towards), such as financial services administration or regulatory certifications.
- Highly organised with a methodical approach to work.
- Flexible and adaptable to changing priorities.
- Strong attention to detail and accountability for own work.
- Customer-focused with a collaborative mindset.
- Committed to continuous professional development.
Pension and Investment Administrator in Long Eaton employer: Alexander Daniels
At Alexander Daniels, we pride ourselves on being an exceptional employer within the financial services sector, offering a supportive and collaborative work environment that fosters professional growth. Our commitment to employee development is reflected in our comprehensive training programmes and opportunities for career advancement, ensuring that you can build long-term expertise while contributing to a seamless client journey. Located across the UK, our team enjoys a dynamic workplace culture that values flexibility, attention to detail, and a customer-focused approach, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Pension and Investment Administrator in Long Eaton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Alexander Daniels. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pension and Investment Administrator in Long Eaton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Alexander Daniels.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Alexander Daniels's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Alexander Daniels
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Alexander Daniels.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Alexander Daniels will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Alexander Daniels employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
