Pensions & Investments Administrator in Glasgow
Pensions & Investments Administrator

Pensions & Investments 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 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; experience in admin or customer service preferred.

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 at 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:

  • 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.
  • 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.

Pensions & Investments Administrator in Glasgow employer: Aviva

At Aviva, we pride ourselves on being an exceptional employer, offering a supportive work culture that prioritises employee wellbeing and growth. Our Maxim Park office provides a vibrant environment with excellent 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 our team as a Pensions & Investments Administrator means becoming part of a forward-thinking organisation committed to your success.
Aviva

Contact Detail:

Aviva Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pensions & Investments Administrator in Glasgow

✨Tip Number 1

Network like a pro! Reach out to people in the pensions and investments field on LinkedIn or at industry events. A friendly chat can lead to opportunities that aren’t even advertised yet.

✨Tip Number 2

Prepare for interviews by researching the company and its products. Knowing about their pension and investment offerings will show you’re genuinely interested and ready to contribute from day one.

✨Tip Number 3

Practice your communication skills! Since this role involves customer interaction, being able to articulate your thoughts clearly will set you apart. Try mock interviews with friends or family.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re keen on joining our team at Aviva!

We think you need these skills to ace Pensions & Investments 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 & Investments 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 field can really make your application stand out, so don’t hold back on sharing your enthusiasm!

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. We love a well-structured application!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!

How to prepare for a job interview at Aviva

✨Know Your Stuff

Before the interview, 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 show that you're genuinely interested in the role and ready to hit the ground running.

✨Show Off Your Organisational Skills

Since this role requires excellent organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how you maintained accuracy and attention to detail while working at a fast pace.

✨Practice Your Communication

As you'll be dealing with customers and colleagues, practice your verbal and written communication skills. Consider doing mock interviews with a friend or family member to refine your responses and ensure you can articulate your thoughts clearly.

✨Get Comfortable with Tech

Make sure you're familiar with Microsoft applications, especially Excel and OneNote. If you have time, explore online tutorials to brush up on any features you might not be fully confident with. Being tech-savvy will give you an edge in the interview.

Pensions & Investments Administrator in Glasgow
Aviva
Location: Glasgow

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