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- Tasks: Support financial processes and manage client records in a dynamic role.
- Company: Award-winning pensions administrator with a focus on employee satisfaction.
- Benefits: Competitive salary, private medical insurance, flexitime, and 25 days holiday.
- Why this job: Join a respected firm with opportunities for growth into paraplanner or advisory roles.
- Qualifications: Experience in financial administration, particularly in pensions or investments.
- Other info: Enjoy a varied role with training and development opportunities in a supportive environment.
The predicted salary is between 30000 - 40000 £ per year.
Guildford £35,000 - £40,000
- Training / development opportunities
- Progression (to paraplanner or advisor positions)
- Private medical insurance
- Flexitime
- 25 days holiday
Are you an administrator with experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator? This is a varied role, with training and development potential.
Are you skilled in financial administration, looking to work for a well-established, award-winning provider of SIPP and SSAS? The company recognises your skills and expertise, rewarding it with great benefits such as private medical insurance for yourself and your spouse, an enhanced pension, highly competitive salary, and personal development plans. Support towards achieving highly regarded qualifications is also provided, with the potential to move into a variety of different exciting positions within the company.
This is an opportunity to join a highly successful company, which can provide you with flexitime and a rewarding role where you will be communicating with clients and completing a variety of administrative tasks related to pensions, investments, life assurance, and mortgages, with the potential for progression into a paraplanner or financial advisory role.
The role includes:
- Carrying out admin tasks in support of the sales process and client review process
- Using back office systems such as Intelliflo to maintain client records
- Communicating effectively with clients within the financial services sector
- Maintaining client files and records
- Processing new business applications, including checks to confirm documentation is correct
- Creating and processing fund switch reports
- Understanding the regulator requirements relating to independent financial advisors
The person should have:
- Experience with administration within Financial Services (Investments, Pensions or Similar)
- Ability to commute to Guildford
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
Locations
Financial Services Administrator (Pensions / Investments) in Guildford, Surrey employer: Ernest Gordon Recruitment Limited
Contact Detail:
Ernest Gordon Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator (Pensions / Investments) in Guildford, Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with pensions and investments. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of regulatory requirements and back office systems like Intelliflo. We want you to feel confident and ready to impress when discussing your experience and skills!
✨Tip Number 3
Showcase your adaptability! Since this role involves varied tasks, highlight your ability to handle different responsibilities and learn quickly. Share examples from your past roles where you successfully juggled multiple tasks.
✨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 connect directly with us.
We think you need these skills to ace Financial Services Administrator (Pensions / Investments) in Guildford, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in pensions and investments, and don’t forget to showcase any relevant skills that match the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your passion for financial services and how you can contribute to our team at StudySmarter.
Showcase Your Communication Skills: Since the role involves communicating with clients, make sure to highlight your communication skills in your application. Give examples of how you've effectively interacted with clients in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with key terms and processes, especially those mentioned in the job description. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your skills in financial administration. Think about times when you successfully managed client records or processed applications. Being able to share these experiences will demonstrate your capability and fit for the position.
✨Ask Smart Questions
Interviews are a two-way street, so come prepared with insightful questions about the company and the role. Ask about their training and development opportunities or how they support progression into paraplanner or advisory positions. This shows that you're thinking long-term and are serious about your career.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The company values employee satisfaction, so showing your enthusiasm and genuine interest in the role can make a big difference. Remember, they want to see if you'll be a good cultural fit!
