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- Tasks: Support the sales process and manage client records in a dynamic financial environment.
- Company: Join a leading pensions administrator known for employee satisfaction and growth opportunities.
- Benefits: Enjoy a competitive salary, private medical insurance, flexitime, and 25 days holiday.
- Why this job: Make a real impact in finance while developing your skills and advancing your career.
- Qualifications: Experience in financial administration, particularly in pensions or investments.
- Other info: Autonomous role with potential progression to paraplanner or advisor positions.
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. 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
Pensions Admin (UK Leading Company) 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 Pensions Admin (UK Leading Company) 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 in pensions. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. We recommend practising common interview questions and scenarios related to the role. Confidence is key, so know your stuff!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Pensions Admin role. We’re all about making the process smooth and ensuring your application gets the attention it deserves!
We think you need these skills to ace Pensions Admin (UK Leading Company) in Guildford, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pensions Admin role. Highlight your experience in financial administration and any relevant skills that match the job description. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working in pensions and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to showcase your skills in client communication and back office systems like Intelliflo. We’re keen on seeing how you’ve used these in past roles, so give us some examples that demonstrate your expertise.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of pensions and financial services. Understand the different types of pensions, like SIPP and SSAS, and be ready to discuss how they work. This will show that you're not just a candidate, but someone who genuinely understands the industry.
✨Showcase Your Admin Skills
Prepare examples of your previous administrative experience, especially in financial services. Be ready to talk about specific tasks you've handled, such as maintaining client records or processing applications. This will help demonstrate your capability for the varied role they're offering.
✨Communicate Like a Pro
Since the role involves client communication, practice articulating your thoughts clearly and confidently. You might even want to role-play common client scenarios with a friend. This will help you feel more comfortable during the interview and show that you can handle client interactions effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and potential career progression. This shows that you're genuinely interested in the role and eager to grow within the company. Plus, it gives you a chance to assess if this is the right fit for you!
