Pensions & Investments Admin - Support for Advisers

Pensions & Investments Admin - Support for Advisers

Full-Time 30000 - 30000 € / year (est.) No home office possible
NJR Recruitment

At a Glance

  • Tasks: Provide top-notch admin support in pensions and investments while processing new business.
  • Company: Join NJR Recruitment, a leader in financial services with a supportive team.
  • Benefits: Competitive salary up to £30,000 and opportunities for professional growth.
  • Other info: Dynamic role in a thriving environment with great career prospects.
  • Why this job: Make a real difference by supporting advisers and clients in financial planning.
  • Qualifications: Experience in financial planning and familiarity with IRESS / 1st software required.

The predicted salary is between 30000 - 30000 € per year.

NJR Recruitment is seeking an experienced Administrator for a CLIENT SUPPORT role in PENSIONS & INVESTMENTS in Wilmslow. The successful candidate will provide excellent administrative support to a technical Partner and a team of Consultants.

Responsibilities include:

  • Processing new business
  • Issuing client documents
  • Using the Client Management system

A strong background in financial planning and familiarity with IRESS / 1st software is essential. The role offers a competitive salary of up to £30,000.

Pensions & Investments Admin - Support for Advisers employer: NJR Recruitment

At NJR Recruitment, we pride ourselves on fostering a supportive and collaborative work environment where our employees can thrive. Located in the vibrant town of Wilmslow, we offer competitive salaries, comprehensive training, and opportunities for professional growth within the financial services sector. Join us to be part of a dedicated team that values your contributions and encourages your development in the pensions and investments field.

NJR Recruitment

Contact Detail:

NJR Recruitment Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Pensions & Investments Admin - Support for Advisers

Tip Number 1

Network like a pro! Reach out to your connections in the pensions and investments sector. A friendly chat can lead to insider info about job openings that might not even be advertised yet.

Tip Number 2

Prepare for the interview by brushing up on your knowledge of IRESS and 1st software. We all know that showing you’re familiar with the tools of the trade can really impress potential employers.

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop 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! We make it super easy for you to find roles that match your skills. Plus, it shows you’re serious about joining our team in providing top-notch support in pensions and investments.

We think you need these skills to ace Pensions & Investments Admin - Support for Advisers

Administrative Support
Client Management System
Financial Planning
IRESS Software
1st Software
New Business Processing
Document Issuance

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 background aligns with the role, so don’t be shy about showcasing your skills in financial planning and any familiarity with IRESS or 1st software.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the CLIENT SUPPORT role. We love seeing enthusiasm, so let us know what excites you about working with our team in Wilmslow.

Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since this role involves processing client documents and using a Client Management system.

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’s super easy to do!

How to prepare for a job interview at NJR Recruitment

Know Your Stuff

Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the latest trends and regulations in the industry, as well as the specific software mentioned, like IRESS or 1st software. This will show that you're not just a candidate, but someone who is genuinely interested and informed.

Showcase Your Admin Skills

Since this role involves providing excellent administrative support, be ready to discuss your previous experience in similar roles. Prepare examples of how you've successfully managed client documents and processed new business. Highlight any systems you've used and how you’ve improved efficiency in your past positions.

Prepare Questions for Them

Interviews are a two-way street! Think of insightful questions to ask about the team dynamics, the company culture, and how success is measured in this role. This not only shows your interest but also helps you determine if the company is the right fit for you.

Dress the Part

Even if the company has a relaxed dress code, it’s always better to err on the side of professionalism for an interview. A smart outfit can boost your confidence and make a great first impression. Remember, you want to convey that you take the opportunity seriously!