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Financial Services Administrator

2 months ago

Chelmsford, Essex, United Kingdom Reed Full time
Pension and Investment Administrator Job Description

Reed Specialist Recruitment is proud to be representing one of the UK's largest financial networks, seeking a skilled Pension and Investment Administrator to support their Advisers in servicing clients.

Main Responsibilities:
  • Deliver Client Best Interest outcomes by promoting our policy and taking responsibility for own performance.
  • Identify personal development areas and ensure compliance with regulatory responsibilities.
  • Support the team in ensuring all advisers supply a full compliant file before processing new business.
  • Submit pension and investments to providers online or by post, and chase progress in a timely manner.
  • Update clients on workflow progress and prioritize workload to meet deadlines.
  • Chase client authorities with insurance companies and ensure all documents are scanned to INVU or Intelligent Office.
  • Produce ongoing service reports for adviser's client meetings with supporting documentation.
Requirements:
  • Previous experience as an administrator in the financial services industry, particularly in investments and pensions.
  • FA1 – Life Office Administration is essential, with desirable qualifications including FA2 Pensions Administration, CF1 UK Financial Services Regulation and Ethics, and RO1 Financial Services Regulation and Ethics.
  • Good keyboard skills, practical experience with Word, Excel, and Database applications, and good communication skills.
  • Problem solving, time management, and up-to-date knowledge of financial services providers and products.
Benefits:
  • Up to £32k starting base salary.
  • Generous bonus scheme.
  • Employee Health Insurance.
  • Extra holiday awarded at Christmas.
  • Study support for relevant exams.