At a Glance
- Tasks: Support pension consultants and manage client portfolios in a dynamic environment.
- Company: Leading independent provider of wealth management and pension services.
- Benefits: Up to £35,000 salary, exam support, and hybrid working options.
- Other info: Exciting career growth opportunities in a supportive team.
- Why this job: Join a busy team and make a real difference in clients' financial futures.
- Qualifications: Strong communication skills and attention to detail required.
The predicted salary is between 31500 - 38500 £ per year.
FINANCIAL PLANNING PENSIONS ADMINISTRATOR Up to 35,000 + Benefits + Exam Support LEICESTER / HYBRID Our client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK.
An exciting opportunity is now on offer for an additional 'Client Relationship Manager' to join the incredibly busy team in Leicester.
This will be a mixture of office and home working.
Working alongside the Team Leader and forming part of a team of CRMs' this role will involve providing direct support to the Pension Consultants including two busy Directors.
The successful candidate will be responsible for managing and administrating a portfolio of SIPP and SSAS pension schemes.
Daily duties will be varied consisting of; First point of contact for clients within your portfolio and to be aware of all client issues and detail Inputting data on to the system within a timely manner Dealing with routine correspondence including contact with clients, their advisers and product providers both by postal correspondence, fax, e-mail and telephone Ensuring all HMRC and FSA deadlines are met Organise and prioritise work including managing client's expectations Maintenance of paper and electronic filing systems for correspondence and documents including s...
FINANCIAL PLANNING & PENSIONS ADMINISTRATOR in Leicester employer: NJR Recruitment
Join a dynamic and growing eCommerce business that values creativity and innovation in the sports retail sector. With a remote working model complemented by bi-weekly team meetings in North Manchester, you'll enjoy a flexible work environment while contributing to exciting projects that drive market expansion. The company fosters a collaborative culture with ample opportunities for professional growth, making it an ideal place for motivated individuals looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land FINANCIAL PLANNING & PENSIONS ADMINISTRATOR in Leicester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like NJR Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace FINANCIAL PLANNING & PENSIONS ADMINISTRATOR in Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to NJR Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on NJR Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at NJR Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with NJR Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at NJR Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former NJR Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
