At a Glance
- Tasks: Support financial consultants with pension and investment administration tasks.
- Company: Reputable Independent Financial Advisory practice with a friendly team.
- Benefits: Salary of £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 environment and grow 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 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
✨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 trends in pensions and investments. We recommend having a few examples ready that showcase your experience and how you’ve tackled challenges in previous roles.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Pension & Investment Administrator role. We’re always on the lookout for passionate candidates, and applying directly can give you a leg up!
We think you need these skills to ace Pension & Investments Administrator
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 candidates who take pride in their work!
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 don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
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, be prepared to discuss how you ensure accuracy in your work. You might want to share a story about a time when your meticulousness made a difference in a project or task.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, opportunities for professional development, or how the company supports employees working towards their financial services qualifications. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
