Administrator Pensions
4 days ago
**Administrator (Pensions / Investments)**
**Godalming**
**£32,000 + training / development opportunities + private medical insurance + flexitime + 25 days holiday + progression**
Are you a financial services / pensions / investments administrator, with your CF1 qualification, looking to work for a specialist pensions administrator, where you will be in a varied role, with excellent training and development potential?
Are you skilled in financial administration, looking to work for a well-established, award winning provider of SIPP and SSAS, who will recognise your skills and expertise, and reward it with great benefits such as private medical insurance for yourself,and your spouse, a non-contributory 5% pension, highly competitive salary and personal development plans, where you could eventually move into a variety of different exciting positions within the company, if you so wish?
On offer is the opportunity to join a highly successful company, which can provide you with flexitime, and a rewarding role where you will be communicating with clients, and completing a variety of administrative tasks, in relation to pensions, investments,life assurance and mortgages.
**The role**:
- Carrying out admin tasks in support of the sales process and client review process
- Use back office systems such as Intelliflo to maintain client records
- Communicate effectively with clients within the financial services sector
- Maintaining client files and records
- Creating and processing fund switch reports
- Understanding the regulator requirements relating to independent financial advisors
**The person**:
- CF1 or equivalent qualification
- Experience dealing with clients in the financial services sector
- Excellent telephone manner and organizational skills
On offer is an excellent opportunity for a financial administrator, to join an well respected firm, who pride themselves on their employee satisfaction, where you will be in a largely autonomous, and exciting role, where no two days will be the same. Youwill have the potential to benefit from great training courses, and career development.
Finance Administrator, Pension Administrator, CF1 Investment Administrator, Financial Services Administration, Godalming, Surrey, Admin, Customer Service, Investments
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