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- Tasks: Prepare reports and manage client cases in pensions and investments.
- Company: Join Cleveden Park Wealth, a respected independent financial planning company.
- Benefits: Enjoy 25 days annual leave, company events, and a supportive work environment.
- Other info: Great opportunity for growth within a positive professional team.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong communication skills and a proactive attitude are essential.
The predicted salary is between 28800 - 43200 £ per year.
Cleveden Park Wealth is a respected independent financial planning company providing whole-of-market financial services to individuals and businesses across the United Kingdom. With decades of expertise, the company specialises in pensions, mortgages, investments, protection, and tax planning. Headquartered in the West End of Glasgow and serving clients nationwide, Cleveden Park Wealth prioritises professionalism and a client-first approach.
Key Responsibilities
- Technical & Report Writing
- Prepare suitability reports across a range of topics, including pensions and investments.
- Produce illustrations, projections, and new business applications.
- Case Management & Client Support
- Manage a portfolio of active cases, including preparation for high‑net‑worth clients.
- Process new business and progress applications through to completion.
- Respond to client enquiries.
- Ensure all documentation meets compliance and regulatory standards.
- Systems & Platforms
- Confident using Intelligent Office, FE Analytics, Dynamic Planner.
- Skilled in cashflow modelling tools such as CashCalc.
- Able to submit new business to platforms and providers.
- Competent in fund switching and pipeline management.
- Ensuring accurate data entry and maintaining our client database.
- General Support
- Provide high‑quality administrative support to advisers.
- Assist with ad‑hoc tasks as required.
Skills & Personal Attributes
- Able to work independently and collaboratively within a team.
- Open to feedback with a willingness to refine and improve work.
- Proactive attitude with a desire to learn and develop.
- Strong communication skills and a professional approach.
- Positive outlook and ability to work effectively within set timeframes.
Benefits
- 25 days annual leave plus BH.
- Company events.
- Company pension.
- Sick pay.
- Private onsite parking.
Join Cleveden Park Wealth and play a key role in delivering good outcomes for our clients. This is an excellent opportunity for an individual to grow within a positive professional team for a long-term role. To apply, please submit your CV.
Pension & Investments Administrator in Glasgow employer: Cleveden Park Wealth
Contact Detail:
Cleveden Park Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension & Investments Administrator in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about opportunities at Cleveden Park Wealth. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. Familiarise yourself with the latest trends and regulations so you can impress them with your expertise during the conversation.
✨Tip Number 3
Showcase your skills! If you’ve got experience with Intelligent Office or cashflow modelling tools, be ready to discuss how you’ve used them effectively in past roles. Real-life examples can make you stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team at Cleveden Park Wealth.
We think you need these skills to ace Pension & Investments Administrator in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Pension & Investments Administrator role. Highlight your technical writing abilities and any relevant experience in financial services to catch our eye!
Showcase Your Communication Skills: Since strong communication is key in this role, use your application to demonstrate how you effectively convey information. Whether it’s through your CV or cover letter, let us see your professional approach shine through.
Be Proactive in Your Application: Don’t just list your qualifications; show us your proactive attitude! Include examples of how you've taken initiative in past roles, especially in managing cases or supporting clients, to really stand out.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Cleveden Park Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the latest trends and regulations in the financial planning sector. This will not only help you answer technical questions but also show your genuine interest in the role.
✨Showcase Your Skills
Be ready to discuss your experience with systems like Intelligent Office and cashflow modelling tools. Prepare examples of how you've used these platforms in previous roles, especially in managing client portfolios or preparing reports. This will demonstrate your practical skills and readiness for the job.
✨Client-Centric Mindset
Since Cleveden Park Wealth prioritises a client-first approach, be prepared to talk about how you've handled client enquiries and managed cases in the past. Share specific instances where you went above and beyond to ensure client satisfaction, as this aligns perfectly with their values.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, and growth opportunities. This shows that you're not just interested in the job, but also in how you can contribute to and grow within the company.