At a Glance
- Tasks: Process pensions and investments, liaise with consultants, and maintain accurate records.
- Company: Reputable Independent Financial Advisory practice with a supportive 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 friendly 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 like to hear from you.
Pension & Investments Administrator in Surrey 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 pension and investment administration. Be part of a team that prioritises exceptional client service and fosters long-term career development in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Pension & Investments Administrator in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in pensions and investments. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of current pension and investment trends. We want you to impress with your understanding of the industry, so do some research and come armed with questions that show your enthusiasm!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your professionalism—plus, it’s a great chance to reiterate your interest in the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Pension Investment Administrator role! We’re all about making the application process smooth and straightforward, so don’t miss out on the opportunity to join our fantastic team.
We think you need these skills to ace Pension & Investments Administrator in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in pensions and investments. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant skills and qualifications!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how you can contribute to our friendly team. Keep it professional but let your personality come through!
Showcase Your Attention to Detail:As a Pension Investment Administrator, attention to detail is key. In your application, highlight specific examples where your organisational skills made a difference. We love seeing how you’ve nailed it in past roles!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Profiles Personnel Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the latest regulations and trends in the financial services sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your administration experience within an IFA or Financial Planning environment. Be ready to discuss how you've maintained accurate records, liaised with consultants, and handled client correspondence effectively.
✨Demonstrate Attention to Detail
Since this role requires strong attention to detail, think of instances where your meticulousness made a difference. Whether it was catching an error in documentation or ensuring compliance with FCA requirements, share these stories to illustrate your skills.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the team dynamics, company culture, and opportunities for professional development. This shows that you’re not just interested in the job, but also in how you can grow within the company.
