At a Glance
- Tasks: Manage pension queries, analyse portfolios, and support financial advisers.
- Company: Leading Wealth Management firm focused on growth and client experience.
- Benefits: Up to 20% annual bonus, 25 days leave, hybrid working, and private medical insurance.
- Other info: Enjoy early finish Fridays, birthday time off, and exciting company events.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: Experience in pensions and strong relationship management skills required.
The predicted salary is between 28500 - 28500 £ per year.
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
Pensions Administrator in London employer: Siamo Group Ltd
Join a leading Wealth Management firm that prioritises employee growth and well-being, offering a robust benefits package including up to a 20% annual bonus, professional development opportunities, and a hybrid working model. With a strong focus on customer experience and a supportive work culture, this role as a Pensions Administrator provides the chance to make a meaningful impact while enjoying perks like early finish Fridays and additional time off for your birthday.
