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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 advisor roles.
- Qualifications: Experience in financial administration, particularly in pensions or investments.
- Other info: Enjoy a varied role with training and development potential 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 position offers 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, a highly competitive salary, and personal development plans. Support towards achieving highly regarded qualifications is also provided, with the potential to move into various exciting positions within the company.
This is an opportunity to join a highly successful company that offers flexitime and a rewarding role where you will communicate with clients and complete 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.
On offer is an excellent opportunity for a financial administrator to join a well-respected firm that prides itself on employee satisfaction. You will be in a largely autonomous and exciting role, where no two days will be the same.
The role:
- 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:
- Experience with administration within Financial Services (Investments, Pensions or Similar)
- Commutable 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.
Financial Services Administrator (Pensions / Investments) in London 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 London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work 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 current trends in pensions and investments. We want you to impress with your expertise, so practice answering common questions and think of examples from your past experience that showcase your skills.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Check out our website for roles that excite you, and tailor your approach to show why you’re a perfect fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Financial Services Administrator (Pensions / Investments) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial administration, especially within pensions and investments. We want to see how your skills match the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background makes you a perfect fit. We love seeing genuine enthusiasm for the position.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially in the financial services sector where clarity is key!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!
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 show that you're not just a candidate, but someone who genuinely understands the industry.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your financial administration skills. Think about times when you successfully managed client records or processed applications. This will help demonstrate your capability and fit for the role.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s training opportunities and progression paths. This shows your interest in long-term growth and helps you gauge if the company aligns with your career goals.
✨Be Personable
Since the role involves communicating with clients, it’s important to showcase your interpersonal skills. Be friendly and approachable during the interview. A positive attitude can go a long way in making a great impression!
