At a Glance
- Tasks: Support the Pension Administrator and provide excellent client service in a dynamic office environment.
- Company: Join an award-winning Pension Specialist Company with over 40 years of experience.
- Benefits: Enjoy a competitive salary, 25 days holiday, private healthcare, and a 5% pension contribution.
- Other info: Flexible working hours and opportunities for professional development, plus a referral bonus!
- Why this job: Be part of a dedicated team making a real difference in clients' financial futures.
- Qualifications: Strong organisational skills, good Microsoft Office knowledge, and excellent communication abilities.
£26,000 - £27,000 37.5 hours per week. 9am – 5.30 (Core hours 10.00am to 4.00pm, Monday to Friday)
Competitive Salary, 25 days holiday (3 reserved for Christmas) plus flex time, free car parking, 5% Pension contribution through auto enrolment pension scheme, private health care scheme, 4x salary death benefit and help with exams through time off for study and with exam costs and study material.
Overview
This is an exciting opportunity to join an award-winning Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.
Key responsibilities:
- As a member of the pension administration team, you will be expected to provide administration duties and support to the Pension Administrator and report to the Pension Consultant to provide a dedicated office and client service.
- Liaising with the new business department to ensure application information is accurate and complete.
- Generating database records to establish new pension schemes in a timely and accurate manner.
- Maintaining and recording client data and transactions.
- Distributing incoming mail to the appropriate recipient.
- Updating and maintaining database records accurately and efficiently.
- Generate standard client correspondence.
- Maintaining schedule of dates to process all administrative duties.
- Logging copies of all correspondence under appropriate references.
- Handling client phone calls.
- Photocopying and printing off standard database reports, both routinely, and upon request.
- Undertaking other tasks at the consultant’s request to ensure efficient operation of the office.
Skills/Experience required:
- A good grasp of modern office practices.
- Organisational skills.
- Ability to multitask, and plan own workload to meet business requirements and service level agreements.
- Numerate, with good Microsoft Office skills.
- Articulate, with ability to speak to high-net-worth individuals and senior level staff.
- Good team player with excellent communication skills.
Pension Admin Assistant employer: Optima Recruitment
Join a leading precision engineering business in Hinckley, where your skills as a CNC Miller Programmer will be valued and nurtured. With a commitment to quality and innovation, the company offers a supportive work culture, competitive salary, and opportunities for professional growth within a modern manufacturing environment. Experience the satisfaction of contributing to high-precision components for the aerospace industry while enjoying the benefits of overtime and a collaborative team atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Pension Admin Assistant
✨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 Optima 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 Pension Admin Assistant
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 Optima 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 Optima 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 Optima 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 Optima 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 Optima 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 Optima 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.
