Pensions & Investments Administrator
6 months ago
**PENSIONS & INVESTMENTS ADMINISTRATOR (IFA Firm)**
**BIRMINGHAM**
**£25,000 - £30,000**
**Responsibilities**:
- Processing new Business, Client Illustrations and Valuations
- Maintain customer/policy records through the customer management system and associated it solutions
- Dealing with client inquiries in a swift and timely manner, liaising with the team and product providers where necessary including communicating all information necessary to ensure customers are fully aware that their needs have been met and contract certainty achieved
- Preparing client files ahead of initial and annual review meetings
- Assisting with the preparation of client letters and marketing collateral managing cash accounts within client's investment products.
- Investment fund performance analysis
- Manage instalment and credit provisions for customers.
- Ensuring that all compliance procedures are adhered to on a day to day basis
Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm.
REF:NJR13793
**Salary**: £25,000.00-£30,000.00 per year
**Benefits**:
- Company pension
- Gym membership
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: 13793
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