Pension and Investment Administrator

Pension and Investment Administrator

Glasgow Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
P

At a Glance

  • Tasks: Manage customer requests and gain insights into pensions and investments.
  • Company: Join Aviva, a leading financial services provider with a supportive culture.
  • Benefits: Generous holiday, pension contributions, discounts, and bonus opportunities.
  • Why this job: Kickstart your career in finance while making a real impact on customers' lives.
  • Qualifications: Strong organisational skills and a passion for customer service.
  • Other info: Enjoy hybrid working and excellent career development opportunities.

The predicted salary is between 36000 - 60000 Β£ per year.

Pension and Investment Administrator

Our standard full-time contracts are for 35 hours per week (with options for part time working); we also offer a 40-hour contract which has an enhanced salary.

Location: Maxim Park @ Euro Central.

Have you got a passion for Pensions and Investments? Do you love to help others? Do you thrive at the thought of a challenge? This could be the role for you.

We provide a range of benefits alongside our competitive salary, including a generous holiday allocation with the chance to buy and sell, private medical insurance for all staff and the option to help save with our SAYE scheme.

Please note this is not a fully remote role – as this is a hybrid role, at least 50% of your time will be spent working in at the Maxim Park office per week.

The successful post-holder will ideally need to be based within an hours commutable distance from our Maxim Park office, as training and your role will be a mix of office-based work and home working (this will be agreed with your manager dependent on the role). In Maxim Park you have the ability to benefit from the facilities such as free parking, onsite coffee shops and a gym (which is subject to charge).

Are you someone who has excellent organisational, administration and customer service skills, who also has (or has an interest in gaining), an understanding of Pension, ISA and Investment Portfolio products?

This role will give you the opportunity to gain an understanding of the complex nature of our products, plus you will gain insight into the regulatory aspects of our Savings and Retirement business (i.e., exposure to working towards HMRC and Financial Conduct Authority (FCA) rules).

If you have these skills, we have fantastic opportunities as a Pension and Investment Administrator in our Platform area, where you will be part of a fast-paced team within an ever-evolving environment.

A Bit About The Job

This is predominantly an admin-based role with an element of making/taking phone calls after processing knowledge has been obtained.

As a Pension and Investment Administrator, you will be responsible for processing all customer and IFA requests that are received via post, email, phone and reports. You will ensure you exceed required service levels within a controlled environment, whilst always adhering to regulatory and client requirements!

Skills And Experience Were Looking For

  • Ability to work at a fast pace and with high volumes whilst maintaining accuracy and attention to detail.
  • Excellent communication skills (both written and verbal) and relationship building with customers and colleagues.
  • Ability to follow processes and procedures, to manage your own workload effectively and identify opportunities for improvement.
  • Good working knowledge of Microsoft applications, particularly Excel and OneNote
  • Previous experience in an administrative and/or customer service/financial services role

What youll get for this role

Our purpose – with you today, for a better tomorrow is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We have so much to offer when it comes to being an Aviva colleague.

  • Bonus opportunity – 6% of annual salary. Actual amount depends on your performance and Avivas.
  • Generouspensionscheme – Aviva will contribute up to 14%, depending on what you put in.
  • 25 daysholidayplus bank holidays, and you can choose to buy or sell up to 5 days
  • Aviva-funded Private Medical Benefitto help you get expert support when you need it
  • Make your money go further – Up to 40%discount on Aviva products, and other retailer discounts
  • Up to Β£1,200 of free Aviva shares per year through ourMatching Share Planand share in the success of Aviva with ourSave As You Earnscheme
  • Brilliantlysupportive policiesincluding parental and carers leave
  • Flexible benefitsto suit you, includingsustainability optionssuch as cycle to work
  • Make a difference, be part of ourAviva Communitiesand use your 3paid volunteering days to help others
  • We take yourwellbeingseriously with lots of support and tools

Aviva is for everyone

We\’re inclusive andwelcome everyone we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you dont, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working spending at least 50% of their time in our offices every week – combining the benefits of flexibility, with time together with colleagues.

#J-18808-Ljbffr

Pension and Investment Administrator employer: Political, International and Development Studies Student Association

Aviva is an exceptional employer that prioritises employee growth and well-being, offering a hybrid working model that balances office and home life. With generous benefits including a robust pension scheme, extensive holiday options, and opportunities for professional development, Aviva fosters a supportive work culture where employees can thrive. Located at Maxim Park @ Euro Central, the company encourages community involvement and provides resources to ensure a fulfilling work experience.
P

Contact Detail:

Political, International and Development Studies Student Association Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Pension and Investment Administrator

✨Tip Number 1

Get to know the company! Before your interview, do a bit of research on Aviva and their values. This will help you tailor your answers and show that you're genuinely interested in the role.

✨Tip Number 2

Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills match the job description, especially around customer service and administration.

✨Tip Number 3

Dress the part! Even if it’s a hybrid role, showing up looking professional can make a great first impression. It shows you take the opportunity seriously and are ready to represent Aviva well.

✨Tip Number 4

Follow up after your interview! A quick thank-you email can go a long way. It keeps you fresh in their minds and shows your enthusiasm for the position. Plus, don’t forget to apply through our website for the best chance!

We think you need these skills to ace Pension and Investment Administrator

Organisational Skills
Administration Skills
Customer Service Skills
Understanding of Pension Products
Understanding of ISA Products
Understanding of Investment Portfolio Products
Regulatory Knowledge (HMRC and FCA)
Attention to Detail
Communication Skills (Written and Verbal)
Relationship Building
Process Adherence
Workload Management
Microsoft Excel
Microsoft OneNote
Experience in Financial Services

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Pension and Investment Administrator role. Highlight your organisational skills, attention to detail, and any relevant experience in administration or customer service. We want to see how you fit into our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this role and how your skills align with what we're looking for. Be genuine and let your personality come through – we love to see that!

Showcase Your Communication Skills: Since this role involves a lot of communication, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional. Remember, first impressions count!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!

How to prepare for a job interview at Political, International and Development Studies Student Association

✨Know Your Stuff

Make sure you brush up on your knowledge of Pension, ISA, and Investment Portfolio products. Familiarise yourself with the regulatory aspects related to HMRC and FCA rules. This will not only show your interest but also demonstrate that you're proactive about understanding the role.

✨Show Off Your Organisational Skills

Since this role is admin-heavy, be prepared to discuss how you manage your workload effectively. Bring examples of how you've maintained accuracy while working at a fast pace in previous roles. This will highlight your ability to handle high volumes of work without compromising on quality.

✨Communication is Key

Excellent communication skills are a must for this position. Practice articulating your thoughts clearly and concisely, both verbally and in writing. You might even want to prepare a few scenarios where you've successfully built relationships with customers or colleagues to share during the interview.

✨Get Comfortable with Tech

Since you'll be using Microsoft applications like Excel and OneNote, make sure you're comfortable navigating these tools. If you have any specific achievements or projects that involved these applications, be ready to discuss them. This will show that you're tech-savvy and ready to hit the ground running.

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

P
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>