Pension and Investment Administrator in Glasgow

Pension and Investment Administrator in Glasgow

Glasgow Full-Time 26900 - 29650 £ / year (est.) Home office (partial)
Aviva Employment Services

At a Glance

  • Tasks: Assist with pensions and investments while providing excellent customer service.
  • Company: Join Aviva, a leading financial services company committed to inclusivity.
  • Benefits: Competitive salary, generous holiday, private medical insurance, and bonus opportunities.
  • Other info: Flexible working options available; supportive culture with career growth opportunities.
  • Why this job: Gain valuable experience in a fast-paced environment and make a real difference.
  • Qualifications: Strong organisational skills and interest in finance; admin or customer service experience preferred.

The predicted salary is between 26900 - 29650 £ per year.

Location: Maxim Park @ Euro Central

Have you got a passion for Pensions and Investments? Do you love to help others? Do you thrive at the thought of a challenge? This could be the role for you.

Starting salary between £26,900 to £29,650 (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 provide a range of benefits alongside our competitive salary, including:

  • A generous holiday allocation with the chance to buy and sell
  • Private medical insurance for all staff
  • The option to help save with our SAYE scheme

Please note this is not a fully remote role - as this is a hybrid role, at least 50% of your time will be spent working in the Maxim Park office per week. 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).

In Maxim Park you have the ability to benefit from the facilities such as free parking, onsite coffee shops and a gym (which is subject to charge).

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.

What you’ll get for this role:

  • Bonus opportunity - 6% of annual salary. Actual amount depends on your performance and Aviva’s.
  • Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.
  • 25 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days.
  • Aviva-funded Private Medical Benefit to help you get expert support when you need it.
  • Make your money go further - Up to 40% discount on Aviva products, and 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 as 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 at least 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'd love it if you could submit your application online. If you require an alternative method of applying, or if you have any queries in relation to the vacancy, please contact Marygold Tasi on marygold.tasi@aviva.com.

Pension and Investment Administrator in Glasgow employer: Aviva Employment Services

Aviva Investors is an exceptional employer, offering a collaborative and inclusive work culture in the heart of London. With a strong commitment to employee development, generous benefits including a discretionary bonus, extensive holiday allowance, and a robust pension scheme, we empower our team to thrive both personally and professionally. Join us to be part of a forward-thinking organisation that values your contributions and supports your growth while making a meaningful impact in the investment landscape.

Aviva Employment Services

Contact Details:

Aviva Employment Services Recruitment Team

StudySmarter Expert Advice🤫

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

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 Aviva Employment Services. 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 Glasgow

Organisational Skills
Administration Skills
Customer Service Skills
Understanding of Pension Products
Understanding of ISA Products
Understanding of Investment Portfolio Products
Regulatory Knowledge (HMRC and FCA)

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 Aviva Employment Services.

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 Aviva Employment Services'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 Aviva Employment Services

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 Aviva Employment Services.

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 Aviva Employment Services 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 Aviva Employment Services 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.