Trainee Pension

2 weeks ago

Leicestershire, United Kingdom North Oak Recruitment Ltd Full time

Reference: AL1225- Category: Administration, Pensions**Trainee Pension and Investments Administrator**

**Leicestershire (our ref AL1225)**

**Salary c£23,000 - £28,000 dep on exp plus benefits**

**My client is an established IFA based near Leicester City Centre and they are now looking to appoint a Trainee Pension and Investments Administrator. With solid administrative experience in a professional environment, a stable career history to date and a genuine interest in the Pensions, Investments or Wealth Management Industry, you will join an existing team of like-minded individuals.**

***

**Job Purpose**:
To provide administrative support to the Managing Director and other advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.

**Duties and Responsibilities**:

- 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.

**Qualifications, Knowledge and Experience**

Essential:

- Knowledge and experience of using computers and a variety of general software packages
- Experience within a professional administrative environment, with a stable and successful career history to date
- Knowledge and understanding of the pensions and investment sector is an advantage, although a self motivated and driven individual who is looking for a career change is welcomed
- Willingness to learn in a fast-paced environment
- Enthusiastic and inspiring character
- Excellent organisational skills
- Have the ability to work under pressure in a busy department

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