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For Companies At a Glance
- Tasks: Support financial planners by processing client data and preparing documentation.
- Company: Established financial planning firm in Knutsford, Cheshire with a supportive culture.
- Benefits: Full training provided, continual learning opportunities, and a collaborative team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration, knowledge of finance, and tech-savvy skills.
- Other info: Great opportunity for career growth in the financial sector.
The predicted salary is between 30000 - 48000 £ per year.
Our client is a very well established financial planning firm based in Knutsford, Cheshire. They are currently recruiting a Pensions Administrator to join their growing team.
About you
- Administration experience, preferably in a financial planning company
- A basic knowledge of investments, pensions and life assurance policies.
- Financial administration qualifications would be advantageous.
- Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.
Responsibilities
- Processing authority letters, gathering financial data for new clients and annual reviews.
- Preparing application forms and client documentation.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- Dealing with the post, emails and any correspondence relating to clients or their financial situation.
- Providing administrative support to the financial planners and paraplanners as required.
- Supporting clients with administrative queries and communication as required.
What is on offer
The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company. The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all the financial planners and paraplanners. Salary is dependent on experience.
Pension Administrator in Knutsford employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Administrator in Knutsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know about opportunities at firms like our client's. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. We recommend doing some research on common interview questions for Pension Administrators and practising your responses. Confidence is key!
✨Tip Number 3
Showcase your tech skills! Since the role involves using various systems, be ready to discuss your experience with CRM and project management tools. We suggest having examples ready to demonstrate how you've used technology to improve efficiency in your previous roles.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Pension Administrator in Knutsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administration experience, especially in financial planning. We want to see how your skills match the role, so don’t be shy about showcasing your knowledge of pensions and investments!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Pension Administrator role and how your background makes you a perfect fit. We love seeing genuine enthusiasm!
Show Off Your Tech Skills: Since the role involves using various systems, mention any relevant tech skills you have. Whether it's CRM software or project management tools, let us know how comfortable you are with technology!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and life assurance policies. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Show Off Your Admin Skills
Prepare examples from your past experience where you've successfully managed administrative tasks, especially in a financial setting. Highlight your familiarity with CRM and project management systems, as this will be crucial for the role.
✨Be Ready for Practical Questions
Expect questions that test your problem-solving skills and ability to handle client queries. Think of scenarios where you've had to gather financial data or prepare documentation, and be ready to explain your process.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the company culture, team dynamics, or opportunities for professional development. This shows your interest in the role and helps you gauge if it's the right fit for you.
