Pension Administrator

4 weeks ago


StratforduponAvon, Warwickshire, United Kingdom Reed Full time
Role – Administrator

Salary - £24,000 (Plus excellent benefits)

Location – Manchester City Centre

Hours – 9am-5pm, Monday-Friday

Reed are currently working with an exciting business specialising in Financial Advisory who are looking to recruit an eager candidate who wants to develop themselves and grow within a business.

With amazing offices in the heart of the city centre and working with experienced colleagues within the field this is a fantastic role for someone who wants to develop themselves and be a part of the growth of the organisation.

We are currently seeking a highly organized and motivated individual to join the dynamic team as a Pension Administrator. This role is pivotal in providing essential administrative support to the Financial Advisory team, contributing to the efficient and seamless operation of their financial services.

Key Responsibilities:

  • Handle day-to-day communication with clients, ensuring a professional and positive experience.
  • Manage client records accurately and confidentially.

Administrative Support:

  • Assist financial advisors in the preparation and processing of client documentation.
  • Ensure all administrative tasks are executed promptly and in accordance with internal policies and procedures.

Data Management:

  • Maintain accurate and up-to-date client information in our systems.

Communication:

  • Facilitate effective communication within the team and with external partners.
  • Engage in communication with pension providers to obtain requested policy information for mutual clients. This involves professionally liaising with relevant contacts at the pension companies, clearly articulating the nature of the information required, and ensuring compliance with all necessary protocols.

Compliance:

  • Stay informed about regulatory and compliance requirements within the financial services industry.
  • Assist in ensuring all activities adhere to relevant legal and regulatory frameworks.

Team Collaboration:

  • Collaborate effectively with team members to achieve collective goals.
  • Provide support to colleagues and contribute to a positive team environment.

Benefits:

  • Opportunities for professional development and career advancement.
  • Support for professional development and training programs to help enhance skills and progress in your career
  • Flexible working hours on Fridays
  • Amazing offices with onsite coffee shop, wellness rooms, yoga studios, Personal Trainers (free)

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