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- Tasks: Manage client data and support financial advisers in a dynamic office environment.
- Company: Local IFA firm in Knutsford, Cheshire with a supportive team culture.
- Benefits: Competitive salary, full support for industry exams, and professional development opportunities.
- Other info: Exciting career growth potential in a busy, professional setting.
- Why this job: Join a growing team and gain valuable experience in financial planning.
- Qualifications: Experience in an IFA practice; Level 4 Diploma in Financial Planning is a plus.
The predicted salary is between 30000 - 40000 £ per year.
My client is a local firm of IFA's based in Knutsford, Cheshire who are looking to add to their back office team, by securing an experienced Pensions Administrator to work in the financial planning department at their head office in Knutsford, Cheshire. Ideally you will be working towards Level 4 Diploma in Financial Planning although this is not essential, however the successful candidate will have previous experience working in an IFA practice.
You will be working in a professional office environment and provided with a competitive salary package and full support to study further industry exams. You’ll be dealing with a wide variety of administrative tasks within a busy IFA firm, supporting the team of Advisers/Directors.
Responsibilities:- Managing leads with the Client Relationship Management (CRM) system
- Accurate and timely data entry on to CRM
- Preparing meeting packs for client appointments
- Call management/ Client contact
- Data Collection on client portfolios
- Checking new business paperwork, banking cheques, scanning documents
- Submission of new business to Platform and Off-Platform administration teams
- Managing cash balances and cash movements
Full ongoing development and exam fees provided by the business. Please apply today if you have the relevant experience and one of our consultants will contact you with more information.
Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities.
Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.
Pensions Administrator employer: Asset Recruit
Contact Detail:
Asset Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work in IFA firms. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their team.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Pensions Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pensions Administrator role. Highlight any relevant experience in IFA practices and showcase your skills in managing client relationships and data entry.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your previous experience aligns with the responsibilities listed in the job description.
Showcase Your Attention to Detail: As a Pensions Administrator, accuracy is key. In your application, mention specific examples where your attention to detail made a difference in your previous roles, especially in data management or client interactions.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for all current opportunities!
How to prepare for a job interview at Asset Recruit
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and financial planning. Familiarise yourself with the key terms and processes relevant to the role, especially if you're working towards that Level 4 Diploma. This will show your potential employer that you're serious about the industry.
✨Showcase Your Experience
Be ready to discuss your previous experience in an IFA practice. Prepare specific examples of how you've managed client relationships, handled data entry, or supported advisers. This will help demonstrate your capability and fit for the role.
✨Ask Smart Questions
Prepare a few thoughtful questions about the firm and the role. Inquire about their CRM system, team dynamics, or opportunities for further development. This shows your interest and helps you gauge if the company is the right fit for you.
✨Dress the Part
Even though it’s a professional office environment, make sure you dress appropriately for the interview. A smart appearance can make a great first impression and reflects your seriousness about the position.