Pension and Investment Administrator in Glasgow, Scotland
Pension and Investment Administrator

Pension and Investment Administrator in Glasgow, Scotland

Glasgow +1 Full-Time 26900 - 29650 £ / year (est.) No home office possible
Aviva

At a Glance

  • Tasks: Manage customer requests and gain insights into pensions and investments.
  • Company: Join Aviva, a leading financial services provider with a commitment to inclusivity.
  • Benefits: Competitive salary, generous holiday, private medical insurance, and discounts on products.
  • Other info: Hybrid role with excellent career growth and supportive workplace culture.
  • Why this job: Develop your skills in a fast-paced environment while making a real impact.
  • Qualifications: Strong organisational and communication skills; interest in finance is a plus.

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

We 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 and 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 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:

  • Starting salary between £26,900 to £29,650 (depending on location, skills, experience, and qualifications).
  • 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.
  • 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 carers 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.

Locations

Glasgow Scotland

Pension and Investment Administrator in Glasgow, Scotland employer: Aviva

Aviva is an exceptional employer that prioritises employee well-being and growth, offering a competitive salary alongside a generous benefits package including private medical insurance, a robust pension scheme, and flexible working options. Located at Maxim Park, employees enjoy modern facilities such as free parking, onsite coffee shops, and a gym, fostering a supportive and collaborative work culture. With opportunities for professional development in the dynamic field of pensions and investments, Aviva is committed to investing in its colleagues for a better tomorrow.
Aviva

Contact Detail:

Aviva Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and practising common questions. We recommend doing mock interviews with friends or using online resources to boost your confidence and nail that first impression.

✨Tip Number 3

Show off your skills! Bring examples of your work or relevant projects to interviews. This not only demonstrates your capabilities but also gives you a chance to discuss your experience in a practical way.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at Aviva. Don’t miss out on this opportunity!

We think you need these skills to ace Pension and Investment Administrator in Glasgow, Scotland

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)
Attention to Detail
Communication Skills (Written and Verbal)
Relationship Building
Process Adherence
Workload Management
Microsoft Excel
Microsoft OneNote
Experience in Financial Services

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Pension and Investment Administrator role. Highlight your organisational skills and any relevant experience in administration or customer service, as these are key for us.

Show Your Interest: If you have a passion for pensions, ISAs, or investment portfolios, let us know! Mention any relevant knowledge or interest in these areas to show you're keen on the role and ready to learn more.

Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and bullet points where possible to make it easy for us to see your skills and experiences at a glance.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details you need there!

How to prepare for a job interview at Aviva

✨Know Your Stuff

Make sure you brush up on your knowledge of Pension, ISA, and Investment Portfolio products. Familiarise yourself with the regulatory aspects related to HMRC and FCA rules. This will not only show your interest but also demonstrate that you're serious about the role.

✨Show Off Your Skills

Highlight your organisational and customer service skills during the interview. Be ready to share specific examples of how you've managed high volumes of work while maintaining accuracy. This is key for a fast-paced environment like this one!

✨Practice Makes Perfect

Since this role involves communication with customers and IFAs, practice your verbal and written communication skills. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and answering common interview questions.

✨Ask Smart Questions

Prepare some thoughtful questions to ask at the end of your interview. This could be about the team dynamics, training opportunities, or how success is measured in the role. It shows you're engaged and genuinely interested in the position.

Pension and Investment Administrator in Glasgow, Scotland
Aviva
Location: Glasgow

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