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- Tasks: Support financial advisers by producing reports, processing new business, and liaising with clients.
- Company: Established firm of whole market Financial Advisers in Oldham/Middleton area.
- Benefits: Competitive salary, career development support, and a collaborative team environment.
- Other info: Opportunity for long-term career growth and professional exams support.
- Why this job: Join a growing practice and make a real impact in the pensions and investments sector.
- Qualifications: Technical knowledge in pensions/investments and strong communication skills required.
The predicted salary is between 32000 - 36000 £ per year.
Working for an established firm of 'whole of the market' Financial Advisers, our client is now looking for an additional Technical Administrator to join their large and growing practice. Working closely with the Consultants and Paraplanners, the main focus of this role will be to provide support to the Advisers. Candidates will have sound technical knowledge and will be working on cash flow modelling and Tax Planning.
Duties will consist of:
- Producing complex and detailed reports to aid the financial advisers
- Corresponding with clients
- Processing new business
- Performing fund switches
- Liaising with investment companies
- Creating fund research to build model portfolios
- Performing yearly reviews of existing clients
- Maintaining the client database ensuring all information is correct and up to date
Ideally, candidates will have experience of using a Back Office System along with a number of Provider Platforms. Exams and long-term career development is supported. You must be able to work as part of a busy team environment and should offer first-class communication skills in order to provide high levels of client care.
Pension and Investment Administrator in Oldham employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension and Investment Administrator in Oldham
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions and investments sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves cash flow modelling and tax planning, make sure you can discuss these topics confidently. We recommend practising common interview questions with a friend or using mock interview tools.
✨Tip Number 3
Showcase your communication skills! During interviews, highlight your ability to correspond with clients and work as part of a team. Share examples of how you've provided excellent client care in previous roles to really stand out.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Technical Administrator role. Plus, applying directly shows your enthusiasm and commitment to joining the team.
We think you need these skills to ace Pension and Investment Administrator in Oldham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in pensions and investments. We want to see how your skills align with the role, so don’t be shy about showcasing your technical knowledge and any relevant qualifications.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to the duties listed in the job description, like producing reports or liaising with clients.
Showcase Your Communication Skills: Since this role involves a lot of correspondence with clients and advisers, we want to see your communication skills in action. Whether it’s in your CV or cover letter, make sure to highlight examples where you’ve excelled in client care.
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’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at NJR Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions and investments. Familiarise yourself with cash flow modelling and tax planning concepts, as these will likely come up during the interview. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and investment companies, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated complex information in the past. This will demonstrate your ability to provide first-class client care.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific situations, like processing new business or performing fund switches. Think through potential scenarios beforehand and prepare your responses. This will help you showcase your problem-solving skills and your understanding of the role's responsibilities.
✨Research the Company
Take some time to learn about the firm you'll be interviewing with. Understand their approach to financial advising and their market position. This knowledge will not only help you tailor your answers but also show your genuine interest in joining their team.