Administrator, Pensions Administrator in Farnham, Surrey

Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01–R06 (or equivalent)? Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants.

Salary £30-33K depending on experience + 25 days holiday + Bank Holidays + 1 extra day off during your birthday month + paid parking.

Key responsibilities for the Pension & Investment Administrator include:

• Processing new pensions and investment business
• Liaising with Financial Consultants, Paraplanners and providers
• Maintaining accurate records on the Intelliflo back-office system

The ideal Pension & Investment Administrator will need:

• Previous administration experience within an IFA or Financial Planning environment
• Good IT skills and confidence using back-office systems
• Financial services qualifications (R01–R06 or equivalent), or be actively working towards them

Opportunity to develop your financial services career, exposure to a wide range of pension and investment administration, long-term career prospects within a growing and successful firm, and opportunity for hybrid working following a successful probationary period. Hours 9am-5pm Monday to Friday.

If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd love to hear from you.