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% bonus, 25 days leave, hybrid work, and professional development.
- Other info: Enjoy early finish Fridays, Christmas shutdowns, and birthday time off.
- 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.
The predicted salary is between 30000 - 40000 £ 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 is 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 focused on onboarding a talent looking for accountability, responsibility, investment and with the ability to prioritise customer experience in every step.
What does our client's 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 Fridays, 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 West Bromwich 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.
StudySmarter Expert Advice🤫
We think this is how you could land Pensions Administrator in West Bromwich
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Siamo Group Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pensions Administrator in West Bromwich
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Siamo Group Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Siamo Group Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Siamo Group Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Siamo Group Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Siamo Group Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Siamo Group Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
