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Pensions and Investments Administrator

3 months ago


Cardiff, United Kingdom Recruit UK Full time

**Job Title**: Pensions and Investments Administrator

**Industry**: Financial Services

**Location**:Cardiff

**Salary**: Up to £28,000

**Job Reference**:7666

Recruit UK is working on an excellent opportunity for a Pensions and Investments Administrator in Cardiff to join a Financial Planning firm.

This opportunity has come to light due to the ongoing success of the company which has resulted in their expansion Our client is an independent financial planning practice with a fantastic training and development structure. Their positive company culture and providing a high-quality service to clients is at the heart of who they are.

**Duties will include but not limited to**:

- Maintain and update back-office systems
- Meeting and greeting clients & diary management
- Liaising with clients and providers
- Processing new business
- First point of contact for clients
- Letters of authority

**Benefits**:

- Competitive salary of up to £28,000
- 23 days holiday
- Exam support and career progression
- Hybrid working

**Skills and experience required**:

- 1-2 years experience exposure to a Wealth Management/ IFA environment
- Use of back-office systems
- Knowledge of pensions/ investments

**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 Financial Advice firm based in Cardiff on an Pensions and Investments Administrator role.

**Our commitment to you**:

- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.

**Additional information**:
**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Work Location: One location

Reference ID: 7666