At a Glance
- Tasks: Process pensions and investments while supporting financial consultants and maintaining accurate records.
- Company: Reputable Independent Financial Advisory practice with a friendly team culture.
- Benefits: Salary £30-33K, 25 days holiday, birthday day off, and paid parking.
- Other info: Hybrid working available after probation; excellent long-term career prospects.
- Why this job: Join a supportive team and develop your career in financial services.
- Qualifications: Experience in financial administration and working towards financial services qualifications.
The predicted salary is between 30000 - 33000 £ per year.
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)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.
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
- Handling correspondence with clients, providers and advisers
- Managing diaries and preparing files for client meetings
- Ensuring all administration is completed in line with FCA and compliance requirements
The ideal Pension & Investment Administrator will need:
- Previous administration experience within an IFA or Financial Planning environment
- Strong attention to detail and excellent organisational skills
- Good IT skills and confidence using back-office systems
- A professional and personable communication style
- Strong numerical ability
- A positive, team-focused approach
- Financial services qualifications (R01–R06 or equivalent), or be actively working towards them
What's on Offer:
- Friendly and supportive team environment
- 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
- 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.
Pension Administrator in Farnham employer: Profiles Personnel Ltd
Join a well-established Independent Financial Advisory practice that values your expertise and offers a friendly, professional work environment. With competitive salary packages, generous holiday allowances, and opportunities for hybrid working, this role as a Pension & Investment Administrator not only supports your career growth but also provides exposure to a diverse range of financial services. Be part of a team that prioritises exceptional client service and fosters long-term career development in the heart of the financial sector.
