Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support a Financial Advisor with diary management and client queries.
- Company: Join a dynamic team in Reading focused on pensions and investments.
- Benefits: Enjoy a 4-day work week and competitive salary.
- Why this job: Gain valuable experience in finance while making a real impact for clients.
- Qualifications: 1+ years in financial services with knowledge of pensions and investments required.
- Other info: Perfect for detail-oriented individuals who thrive in a supportive environment.
The predicted salary is between 24000 - 36000 £ per year.
My client based in Reading are seeking an Administrator to join their team within Investments and Pensions. We are looking for candidates who have got knowledge in Pensions and/or Investments who have got excellent diary management skills.
You will be responsible for assisting a Financial Advisor, managing their diaries and providing daily support. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information.
Duties
- Providing daily support to the Financial Advisor
- Diary Management
- Quickly and effectively deal with queries from clients through clear and thorough communication.
- Ensure all written and electronic client communication are accurately recorded and maintained.
- New client on-boarding from initial contact until funds are invested.
- Process and submit new business to providers and ensure applications are completed efficiently.
- Organising financial planning annual reviews with clients on behalf of the Financial Adviser.
- Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.
- Be proficient sending critical client data by DocuSign and other electronic methods.
- Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions.
- Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR.
Experience & Qualifications
- A minimum of 1 years experience within the financial services industry.
- Technical knowledge of investments, pensions, and family wealth planning.
- Excellent written and verbal communication skills are essential.
- A very high attention to detail and accuracy is also essential.
Administrator (Pensions and Investments) employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator (Pensions and Investments)
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in pensions and investments. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in pensions and investments. Attend relevant events or join online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Practice your diary management skills by using tools like Google Calendar or Microsoft Outlook. Being able to showcase your organisational abilities during the interview can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by thinking about how you would handle client queries and manage communications. Having clear examples ready will show your problem-solving skills and attention to detail.
We think you need these skills to ace Administrator (Pensions and Investments)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in pensions and investments. Emphasise your diary management skills and any previous roles where you supported financial advisors or dealt with client queries.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to manage diaries and communicate effectively with clients.
Showcase Attention to Detail: Given the importance of accuracy in this role, provide examples in your application that showcase your attention to detail. This could include instances where you successfully managed complex tasks or maintained compliance with regulations.
Highlight Communication Skills: Since excellent communication is essential, ensure your application reflects your written and verbal communication skills. Use clear and concise language, and consider including examples of how you've effectively communicated with clients in the past.
How to prepare for a job interview at Mulberry Recruitment
✨Showcase Your Knowledge
Make sure to brush up on your knowledge of pensions and investments. Be prepared to discuss specific products or services, as well as any recent changes in regulations that may affect the industry.
✨Demonstrate Diary Management Skills
Since diary management is a key part of the role, be ready to share examples of how you've effectively managed schedules in the past. Highlight any tools or software you’ve used to keep things organised.
✨Communicate Clearly
Excellent communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex topics related to financial services.
✨Emphasise Attention to Detail
Given the importance of accuracy in this role, prepare to discuss how you ensure attention to detail in your work. You might want to provide examples of how you've caught errors or improved processes in previous roles.
