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Investments and Pensions Administrator

4 months ago

Oadby amp Wigston Leicestershire, United Kingdom North Oak Recruitment Full time €22,000 - €30,000

Investment and Pension Administrator
Monday to Friday 8.00 (1 day working from home after probation period)
My client is an established Wealth Management company based near Leicester City Centre and they are now looking to appoint a Pension and Investments Administrator. With experience and a genuine interest in the Pensions, Investments or Wealth Management Industry, you will join an existing team of like-minded individuals.
To provide administrative support to Advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.
To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction.
* To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.
* To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g. To manage the process of distributing customers’ letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.
* To undertake general administrative duties (e.g. scanning, filing, preparing letters etc) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance.
* Knowledge and experience of using computers and a variety of general software packages - the role demands a high degree of IT literacy
* Knowledge and understanding of the pensions and investment sector
* Desirable - CII Level 3 Certificate or Level 4 Diploma although not essential
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