Pensions & Investments Admin — Path to Paraplanner/Advisor in London
Pensions & Investments Admin — Path to Paraplanner/Advisor

Pensions & Investments Admin — Path to Paraplanner/Advisor in London

London Full-Time 35000 - 40000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage diverse administrative tasks in pensions and investments while enhancing client communication.
  • Company: Specialist pensions administrator based in Guildford with a focus on career development.
  • Benefits: Competitive salary, private medical insurance, and flexible working hours.
  • Why this job: Gain valuable experience and training on the path to becoming a paraplanner or advisor.
  • Qualifications: Experience in financial administration and strong client communication skills.
  • Other info: Excellent opportunities for career progression in a supportive environment.

The predicted salary is between 35000 - 40000 £ per year.

A specialist pensions administrator in Guildford is seeking a Financial Services Administrator. This role involves diverse administrative tasks related to pensions and investments, providing excellent training and development opportunities for career progression.

Candidates should have experience in financial administration and be skilled in client communication.

The position offers a competitive salary of £35,000 - £40,000 along with benefits including private medical insurance and flexitime.

Pensions & Investments Admin — Path to Paraplanner/Advisor in London employer: Ernest Gordon Recruitment Limited

Join a dynamic team in Guildford where your role as a Pensions & Investments Admin will be supported by a culture of continuous learning and professional growth. With competitive salaries, private medical insurance, and flexible working hours, we prioritise employee well-being and development, making us an excellent employer for those looking to advance their careers in financial services.
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Contact Detail:

Ernest Gordon Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pensions & Investments Admin — Path to Paraplanner/Advisor in London

Tip Number 1

Network like a pro! Reach out to professionals in the pensions and investments sector on LinkedIn. Join relevant groups and engage in discussions to get your name out there.

Tip Number 2

Prepare for interviews by researching the company and its values. We want you to show genuine interest in their work and how you can contribute to their success.

Tip Number 3

Practice your client communication skills. Role-play with a friend or family member to get comfortable discussing financial topics clearly and confidently.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we’re here to support you every step of the way.

We think you need these skills to ace Pensions & Investments Admin — Path to Paraplanner/Advisor in London

Financial Administration
Client Communication
Pensions Knowledge
Investment Knowledge
Administrative Skills
Attention to Detail
Organisational Skills
Problem-Solving Skills
Training and Development
Career Progression Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial administration and client communication. We want to see how your skills align with 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 passionate about pensions and investments, and how you see yourself growing into a paraplanner or advisor role with us.

Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since this role involves client interaction.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Ernest Gordon Recruitment Limited

Know Your Pensions and Investments

Brush up on your knowledge of pensions and investment products. Be prepared to discuss different types of pensions, their benefits, and how they work. This will show your potential employer that you’re not just familiar with the basics but also have a genuine interest in the field.

Showcase Your Administrative Skills

Since this role involves diverse administrative tasks, be ready to share specific examples from your past experience. Highlight your organisational skills, attention to detail, and any software tools you’ve used in financial administration. This will demonstrate your capability to handle the responsibilities of the job.

Communicate Effectively

Client communication is key in this role, so practice articulating your thoughts clearly and confidently. Think about how you would explain complex financial concepts to clients who may not have a background in finance. This will help you stand out as someone who can bridge the gap between technical knowledge and client understanding.

Express Your Career Aspirations

This position offers a path to becoming a paraplanner or advisor, so make sure to express your career goals during the interview. Discuss how you see yourself growing within the company and what steps you’re willing to take to achieve those goals. This shows your commitment and enthusiasm for the role.

Pensions & Investments Admin — Path to Paraplanner/Advisor in London
Ernest Gordon Recruitment Limited
Location: London
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