Administrator
2 months ago
Lewis’ is a well-established and growing firm that is looking for a motivated, diligent, and experienced Administrator to join their team. Within this role you will join the team assisting the The Lewis Workplace Pension Trust (TLWPT) Line Manager to provide support to the Financial Advisers and Paraplanners to deliver a high standard of service.
**Duties and responsibilities will include but not be limited to**:
Assisting the Financial Advisers with all aspects of Financial Services Administration. Using electronic database (IRESS/XPlan)
Update and maintain back-office systems and client files
Process and deal with new business to internal SLA deadlines
Processing changes and amendments to client pension investment choices
Deal with all incoming and outgoing post and wherever necessary in the general administrative functions needed to further the company’s development
Liaise with Clients, Providers, and Advisers
Process post meeting pack and update information
Prepare correspondence in a style matching the general standards of the company and to perform as required by the company general secretarial duties and all financial based administrative functions
Keep accurate and timely records of all communication with clients and product providers
General administrative duties
In the absence of the receptionist to provide reception cover welcoming clients and visitors to the office.
**Skills and experience needed**:
Previous Pension Administration experience within an IFA is desirable
- Understanding of financial planning process and products would be advantageous
IT literate with experience in Microsoft office. Experience with IRESS/XPlan desirable.
Team player, with the ability to work and communicate effectively
High level communication skills both written and verbal
A solution focused approach to work
Ability to adapt to changing and challenging circumstances
Previous experience and knowledge of Financial Services specifically within pensions or protection policies would be advantageous
**Benefits and information**
Salary dependant on experience
Working hours Monday to Friday 9am to 5:00pm
22 days holiday plus bank holidays - rising to 26 days dependent upon length of service
**Benefits**:
- Company pension
- Life insurance
- Sick pay
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: TLWPT Admin
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