Pensions & Investment Administrator
Job Title: Pensions & Investment Administrator
Industry: Financial Services
Location: Leicester
Salary: £22,000 – £28,000
Job Reference: 6343
Are you an experienced Investments and Pensions Administrator seeking a new opportunity within a forward-thinking and client-focused team?
A well-established Financial Advice firm is on the lookout for a dedicated Pension & Investment Administrator. This company has a track record of success in providing tailored financial solutions for its clients. You will be joining a team of administrators making this a collaborative and supportive environment. With a business built on trust, they focus on giving their clients long-term financial freedom.
This role would be suitable for an Administrator who has experience in financial planning – specifically Investments and Pensions. Duties of the role involve supporting the Advisers to ensure a high level of customer service is delivered. From creating investment suitability reports, producing product valuations and quotes, distributing of core client communication, and managing platform funds – all of this will be done with the client in mind.
What experience and qualities do you need?
- Minimum 3 years exp. in pensions and/or investment admin
- Strong product knowledge
- Excellent organisational skills
- Computer literate
- Thrives in a busy workplace.
In return for your hard work:
- 23 days holiday + bank holidays
- Private health care
- Pension
- Free Parking
- Exam support & funding
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established UK Independent Financial Advice firm in Leicester as a Pensions & Investment Administrator.