Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the sales process and manage client records in a dynamic financial environment.
- Company: Join a leading UK pensions administrator known for employee satisfaction and growth.
- 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: Exciting progression opportunities into paraplanner or advisory roles await you.
The predicted salary is between 35000 - 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, 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 provides 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.
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.
Pensions Admin (UK Leading Company) in Guildford employer: Ernest Gordon Recruitment
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Admin (UK Leading Company) in Guildford
✨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!
✨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 keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Pensions Admin role. We’ve got all the latest opportunities listed, and it’s a great way to show your interest directly to us!
We think you need these skills to ace Pensions Admin (UK Leading Company) in Guildford
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 Communication Skills: Since the role involves communicating with clients, make sure to demonstrate your communication skills in your application. Whether it's through your CV or cover letter, let us know how you've effectively interacted with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at Ernest Gordon Recruitment
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of pensions and investments before the interview. Familiarise yourself with key terms and recent changes in regulations, as this will show your potential employer that you're serious about the role and understand the industry.
✨Showcase Your Admin Skills
Prepare examples of your previous administrative experience, especially within financial services. Be ready to discuss how you've managed client records, processed applications, or handled communications effectively. This will demonstrate your capability to handle the varied tasks of the role.
✨Practice Client Communication Scenarios
Since the role involves communicating with clients, practice how you would handle different scenarios. Think about how you'd explain complex information clearly and concisely. This will help you feel more confident during the interview and show that you can engage with clients professionally.
✨Ask About Development Opportunities
This position offers training and progression into paraplanner or advisory roles. Prepare thoughtful questions about these opportunities to show your ambition and interest in growing within the company. It’ll also give you insight into how the company supports employee development.
