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Pensions Office Admin

4 months ago

Aldermaston Berkshire, United Kingdom Openwork Services Limited Full time €27,000 - €32,000

Role: Senior Technical Administrator
Due to growth and expansion, they are looking for an experienced Senior Technical Administrator to join their administration team.
This role will focus on providing effective administrative support to their Financial Planning advisers to ensure a high-quality service is delivered to their clients.
Provide technical and admin support to the financial advisers.
Maintain regular communication with financial advisers throughout and support in the advice journey
Obtain valuations, quotations, illustrations and supporting documentation in preparation for and following client meetings.
To manage ad hoc client administration requests including elements such as withdrawals, fund switches, changes of address, requests for documentation etc.
This is a varied and interesting role, within the back-office function of the business, to work as part of the existing central Administration Team, offering a warm and friendly team atmosphere.
A high level of experience in an administrative role based in a Financial Advice business or the Financial Services Industry
An understanding of the Financial Services market, the role of a Financial Adviser and the advice process
Excellent technical knowledge of financial services products
Experience in pensions and investments is essential
Strong background in client and product administration
High level of proficiency with Microsoft 365 - in particular Word, Excel and Outlook
Holiday - 30 days (including bank holidays)
~ Pension
~ Free on-site parking

If you are a driven, experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers.