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Pensions Administrator

3 months ago

Corsham, United Kingdom JobLookup Full time

The Role


The following information provides an overview of the skills, qualities, and qualifications needed for this role.

As an IFA / Penisons Administrator, you will be a highly valued member of the team.

Responsible for everything you would expect as an Administrator for a Financial Planning Firm you will be making sure that all the admin is well maintained and ready for the Advisors to provide clients with advice on ways to best utilise their assets to achieve their objectives.

This is a fantastic opportunity if you are looking to become a chartered Paraplanner or Advisor in the next 2-3 years, so apply now.

The Business

Our client is a small company with high-service financial advisers, and the customer is at the heart of everything they offer. A firm small enough to be friendly and big enough to have a diverse and fun team. They are passionate about constantly improving the quality of service and absolutely believe in sustaining a level of balance between work and life across the business.

This is an ideal opportunity for a Paraplanner who is keen to develop and progress within a small team.

A Typical Day

This could include Preparing paperwork and valuations ahead of client meetings, maintaining internal databases, dealing with new business applications, and handling internal and external client queries. In addition, you shall be responsible for chasing remuneration/adviser fees, setting up client meetings/diary management, and assisting in all pre- and post-sale administration.

This may be one of many opportunities that we are dealing with. Therefore, please get in touch if you are looking for a career move within the financial market and would like to discuss up-and-coming opportunities.

Requirements

To be considered, you must have:

  • Existing experience in the IFA market working directly with financial advisers in a support role
  • Possess a working knowledge of advisory back-office systems
  • Exceptional organisation and communication skills and;
  • An ambition to move towards becoming either a chartered Paraplanner or Advisor

You can just apply now to avoid missing out on this rare opportunity to join a fantastic company.

Benefits

Salary: £25-28,000 dependent on experience

Join a small, friendly firm with a solid HNW client base and an opportunity to progress.