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- Tasks: Manage client files, process applications, and ensure compliance in a fast-paced environment.
- Company: Join a leading UK financial advice network known for its commitment to client outcomes.
- Benefits: Enjoy professional development opportunities and a supportive team culture.
- Why this job: Make a real impact in clients' financial journeys while growing your skills in a dynamic industry.
- Qualifications: Must have prior admin experience in financial services and knowledge of investments and pensions.
- Other info: Continuous learning is encouraged to keep your skills sharp and relevant.
The predicted salary is between 36000 - 60000 £ per year.
An exciting role has become available for a Pension and Investment administrator within a recognized UK’s financial advice network. Key Responsibilities:Promote and uphold the principle of delivering Client Best Interest outcomes. Comply with regulatory responsibilities, keeping consumer outcomes central to all tasks. Ensure advisers submit compliant files to the admin team before new business processing. Accurately enter all clients into the back-office system. Submit pension/investment applications Track and follow up on submitted business with providers promptly. Update clients regularly on the progress of their cases. Manage workload effectively to meet all deadlines. Scan and store all client documents in INVU or Intelligent Office. Send documents to clients, including post-sale letters and plan schedules. Prepare ongoing service reports and supporting documents for adviser meetings. Ensure clients receiving ongoing service Maintain continuous professional development to stay current in skills and knowledge. What You Bring:Financial Services Experience:Prior administrative experience in the financial services sector is essential.Strong background in investments and pensionsFA1 – Life Office Administration is mandatory.Desirable:FA2 – Pensions AdministrationRO1Industry Knowledge:Up-to-date understanding of financial products and providersPrevious experience in the insurance or financial services industry is essential
Pension & Investment Administrator employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension & Investment Administrator
✨Tip Number 1
Familiarise yourself with the latest regulations and compliance standards in the financial services sector. This will not only help you understand the role better but also demonstrate your commitment to upholding client best interest outcomes during interviews.
✨Tip Number 2
Network with professionals already working in pensions and investments. Attend industry events or join relevant online forums to gain insights and make connections that could lead to referrals or recommendations for the position.
✨Tip Number 3
Brush up on your back-office system skills, particularly with INVU or Intelligent Office. Being proficient in these systems can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare to discuss specific examples of how you've managed workloads and met deadlines in previous roles. Highlighting your organisational skills and ability to handle multiple tasks will be crucial in demonstrating your fit for this fast-paced environment.
We think you need these skills to ace Pension & Investment Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and requirements. Tailor your application to highlight how your experience aligns with the role of a Pension & Investment Administrator.
Highlight Relevant Experience: Emphasise your prior administrative experience in the financial services sector, particularly in pensions and investments. Use specific examples to demonstrate your knowledge and skills related to the job.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for the role and the company. Mention your understanding of client best interest outcomes and regulatory compliance, as these are crucial for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is vital in the financial services industry.
How to prepare for a job interview at LinkedIn
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to pensions and investments. Brush up on your knowledge of current market trends and regulatory requirements, as this will show your commitment to delivering client best interest outcomes.
✨Demonstrate Compliance Awareness
Be prepared to discuss how you ensure compliance in your previous roles. Highlight any specific experiences where you upheld regulatory responsibilities and how you kept consumer outcomes central to your tasks.
✨Showcase Your Administrative Skills
Since the role requires strong administrative capabilities, be ready to provide examples of how you've effectively managed workloads, met deadlines, and maintained accurate records in previous positions. Mention any experience with back-office systems like INVU or Intelligent Office.
✨Prepare for Client Interaction Scenarios
Think about how you would handle client communications, especially regarding updates on their cases. Prepare to discuss how you would manage expectations and ensure clients feel informed and valued throughout the process.