We here at Siamo Recruitment are working with a leading Wealth Management firm, due to continued expansion and a clear direction our client is looking for a talent Pensions Administrator to report into the Practice Manager and be the point of contact for client and FAs.
To be considered for this opportunity exposure within financial services is essential. Exposure working with pensions are also essential.
Within this role as the Pensions Administrator, you will touch all areas of the business including relaying financial advice to their customer base.
Our client, a leader in their market is focussed on onboarding a talent looking for accountability, responsibility, investment and with the ability to prioritise customer experience in every step.
What does our clients benefits scheme include?
Up to a 20% annual bonus scheme (performance based)
Professional investment plans for relevant courses, exams and industry training materials
25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
Annual salary reviews
Private medical insurance and life cover available
Recruitment referrals bonus
Hybrid working offering 2 days from home post probation
Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
Free on-site parking
This Pensions Administrator role will hold the below responsibilities:
Analysing investment portfolios and researching pension funds
Assist and manage queries which arise that are of a technical nature, to deliver consistent and detailed responses
Drafting product comparisons for clients
Ensure that all the relevant due diligence is complete prior to a case being submitted for Paraplanning
Act as a conduit between the Advisers and the office to redirect the bulk of queries so that Advisers can focus on business opportunities
Aid colleagues when technical queries arise, whilst always remaining compliant
Ensure prospect cases are monitored and update where necessary
Ensure reviews are being completed in line with our client review strategy
The ideal candidate for this Pensions Administrator role will hold the below experience, skills and qualifications:
Prior exposure working within pensions and completing support administration
Exposure working alongside FAs
Ability to confidently manage internal and external relationships
Ability to work autonomously, remotely and within a team
Experience in maintaining systems, processes and procedures
Up to date knowledge of regulation, legislation and taxation
Full UK Driving License and Own Vehicle
TPBN1_UKTJ
Pensions Administrator in Cheltenham employer: Siamo Group Ltd
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