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Investment and Pension Administrator

2 months ago

Lutterworth, Leicestershire, United Kingdom North Oak Recruitment Ltd Full time
{"Job Title": "Investment and Pension Administrator", "Job Summary": "We are seeking an experienced Investment and Pension Administrator to join our team at North Oak Recruitment Ltd. As an Investment and Pension Administrator, you will provide administrative support to our Advisers, ensuring that customer service is of the highest standard and regulatory requirements are met.", "Key Responsibilities": "
  • Obtain current fund values for investments and create reports for customers.
  • Carry out research activities to assist in the advice process.
  • Support the production of pensions, life, and investments valuations and quotes.
  • Contribute to organisation and planning through introducing new procedures and making best use of resources.
  • Manage the distribution of customers' letters of authority.
  • Undertake general administrative duties.
  • Generate client-facing documents.
  • Manage platform funds.
", "Requirements": "
  • Knowledge and experience of using computers and software packages.
  • Knowledge and understanding of the pensions and investment sector.
  • Self-motivated and willingness to learn in a fast-paced environment.
  • Excellent organisational skills.
  • Ability to work under pressure.
", "Company Information": "North Oak Recruitment Ltd is an established Independent Wealth Management organisation.", "Contact Information": "Please apply with an up-to-date CV.", "Disclaimer": "By submitting your CV, you consent to it being retained for use in connection with this and future relevant and/or similar vacancies.", "Language": "en-US"}