At a Glance
- Tasks: Support Financial Consultants by processing pensions and investment business.
- Company: Reputable Independent Financial Advisory practice with a focus on client service.
- Benefits: Salary £30-33K, 25 days holiday, birthday day off, and paid parking.
- Other info: Hybrid working available after probation; dynamic team environment.
- Why this job: Join a growing firm and develop your financial services career with valuable experience.
- 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)? 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 with 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.
Administrator, Pensions Administrator in Surrey employer: Profiles Personnel Ltd
Join a well-established Independent Financial Advisory practice that values your expertise and offers a supportive work environment. With competitive salary packages, generous holiday allowances, and opportunities for hybrid working, this role as a Pension & Investment Administrator not only allows you to contribute to a successful team but also provides a clear pathway for career growth in the financial services sector. Experience a culture that prioritises professional development and client satisfaction, making it an excellent place for those looking to advance their careers in pensions and investments.
