Pensions or Investments Administrator

An established business with a great reputation achieved over the decades are on the lookout to hire a new permanent SIPP / Pensions Administrator or an Investments Administrator. The business have firm roots within Financial Planning & Advice, offering services spanning advice in pensions, investments, retirement funds and many other areas. The business pride themselves on establishing long relationships with all people and clients they partner with and do not compromise in any area on the service offered. Depending on the persons experience whether focussed towards pensions or investments, the day to day duties will be: Pensions Providing broad support and administration to clients and various portfolio’s Working closely and supporting the Financial Planners Diary management Setting up new SIPP’s Documentation & policy processing Record management and upkeep Banking Reconciliations Query handling Email mailbox management Processing various payments Liaising with other internal teams Plus many more Investments: Providing broad support and administration to clients and various portfolio’s Working closely and supporting the Investment team Diary management Documentation & policy processing Record management and upkeep Opening new accounts Liaising with provider…