Pensions & Investments Administrator

7 months ago


Leicester, United Kingdom Hexis Recruitment Full time

**Pensions & Investments Administrator - Leicester**
- Up to £28,000 + Depending on Experience
- Monday to Friday Only

Our client, a leading financial advisory firm is looking to hire an experienced Investments & Pensions Administrator to join their team at their Leicester office. Open to experience, our client is looking for someone with excellent organisational skills and the ability work independently and manage their own workloads, however, previous experience and / or qualifications will be reflective in the salary.

**Main responsibilities of the role**:

- 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 carry out various research activities to assist in the advice process with clients.
- 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. The company Client Management System)
- 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.
- To generate client facing documents in order to complete the advice process.
- To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained.
- To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively.
- Excellent organisational skills
- Knowledge and experience of using computers and a variety of general software packages
- The ability to work to deadlines and manage own workloads

**Desirable Experience**:

- Experience in pensions and/or investments administration
- Specific industry and product knowledge
- CII Level 3 Certificate or Level 4 Diploma but not essential

If you have the necessary qualifications & experience required for this P&I Administrator vacancy and are interested in finding out more information, then please contact Oliver at Hexis Recruitment on:
Phone: 02080 650066

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

**Salary**: Up to £28,000.00 per year

**Benefits**:

- Canteen
- Company events
- Company pension
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

**Experience**:

- Pensions & Investments Administrator: 1 year (required)
- Intelliflo Office: 1 year (preferred)

Ability to Commute:

- Leicester, LE18 1JX (required)

Work Location: In person



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