Pensions Administration Coordinator
7 days ago
We are pleased to be working with a prestigious Financial Services Practice seeking an experienced Pensions Administration Coordinator to join their team. If you have a passion for pensions and administration, this could be the perfect opportunity for you.
About the Role
- Support a team of senior Financial Planners in managing client relationships and delivering exceptional customer service.
- Process new business applications, create client valuations and illustrations, and chase letters of authority.
- Liaise with product providers and third parties to ensure seamless operations.
- Prepare pre-meeting documentation for the adviser and manage diaries.
What We're Offering
- An attractive salary range of £24,000 - £27,000 per annum, based on location and experience.
- A comprehensive bonus scheme to recognize outstanding performance.
- Flexible working arrangements to suit individual needs.
- Free parking and access to a healthcare scheme.
- Half-price gym membership and pension contributions.
- Career development opportunities to help you grow professionally.
About You
- Prior experience working in financial planning or pensions administration is essential.
- A good understanding of pensions, investments, and other financial planning products.
- Ideal experience with Intelligent Office (IO) software would be beneficial.
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