Pensions and Investment Administrator in Glasgow
Pensions and Investment Administrator

Pensions and Investment Administrator in Glasgow

Glasgow 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 bonus opportunities.
  • Other info: Hybrid role with access to great office facilities and flexible working options.
  • Why this job: Kickstart your career in finance while making a real impact in a supportive team.
  • Qualifications: Strong organisational skills and a passion for customer service; experience in admin 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 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.

Pensions and Investment Administrator in Glasgow employer: Aviva

At Aviva, we pride ourselves on being an excellent employer, offering a supportive work culture that prioritises employee wellbeing and growth. Our Maxim Park office provides a vibrant environment with access to great facilities, including free parking and onsite amenities, while our hybrid working model ensures flexibility without compromising collaboration. With competitive salaries, generous benefits, and opportunities for professional development, joining us as a Pensions and Investment Administrator means becoming part of a team dedicated to making a positive impact in the financial services sector.
Aviva

Contact Detail:

Aviva Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Get to know the company culture! Before your interview, do a bit of research on Aviva and their values. This will help you tailor your answers and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills in administration and customer service can shine in the role of a Pension and Investment Administrator.

✨Tip Number 3

Dress the part! Even though it's a hybrid role, making a good first impression is key. Choose smart attire for your interview to show that you take the opportunity seriously.

✨Tip Number 4

Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.

We think you need these skills to ace Pensions 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)
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 Pensions 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: Let us know why you're interested in pensions, ISAs, and investment portfolios. A genuine passion for the industry can really make your application stand out!

Be Clear and Concise: When writing your application, keep it clear and to the point. Use 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 without any hiccups!

How to prepare for a job interview at Aviva

✨Know Your Stuff

Before the interview, make sure you brush up on your knowledge of pensions, ISAs, and investment portfolios. Familiarise yourself with the regulatory aspects related to HMRC and FCA rules. This will not only show your interest in the role but also demonstrate that you're proactive and ready to hit the ground running.

✨Show Off Your Organisational Skills

Since this role requires excellent organisational and administration skills, prepare examples from your past experiences where you've successfully managed workloads or improved processes. Be ready to discuss how you maintain accuracy while working at a fast pace.

✨Practice Your Communication

As you'll be dealing with customers and colleagues, strong communication skills are key. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable with discussing your experiences and answering questions.

✨Be Ready for Scenario Questions

Expect scenario-based questions that assess how you'd handle specific situations in the role. Think about times when you've had to follow processes under pressure or improve service levels. Prepare to explain your thought process and the outcomes of your actions.

Pensions and Investment Administrator in Glasgow
Aviva
Location: Glasgow

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