At a Glance
- Tasks: Support financial consultants by processing pensions and investments with precision.
- Company: Join a reputable Independent Financial Advisory practice known for exceptional client service.
- Benefits: Salary £30-33K, 25 days holiday, birthday day off, and paid parking.
- Other info: Enjoy hybrid working options after probation and long-term career prospects.
- Why this job: Grow your career in a friendly team while gaining valuable financial services 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)? 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 Farnham employer: Profiles Personnel
Join a well-established Independent Financial Advisory practice that prides itself on a friendly and professional work culture, where your contributions are valued and recognised. With a strong focus on employee development, you will have the opportunity to enhance your financial services qualifications while enjoying generous benefits such as 25 days holiday, paid parking, and the chance for hybrid working after probation. This is an excellent environment for those looking to grow their career in pensions and investments within a supportive team dedicated to exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land Pension & Investments Administrator in Farnham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in pensions and investments. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investments. We recommend researching common interview questions and practising your responses. Show them you’re not just qualified but genuinely passionate about the field!
✨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 enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Pension & Investment Administrator role. We make it easy for you to showcase your skills and experience directly to the hiring team!
We think you need these skills to ace Pension & Investments Administrator in Farnham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Pension & Investment Administrator role. Highlight your relevant experience in financial services, especially any work with pensions and investments. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention any financial services qualifications you have or are working towards.
Show Off Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate a polished application that reflects your organisational skills and professionalism.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to review your application quickly. Plus, it shows you’re serious about joining our friendly team!
How to prepare for a job interview at Profiles Personnel
✨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, 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.
