Financial Services Administrator

3 days ago


Leeds, Leeds, United Kingdom Search Full time
Company Overview
We are a leading investment management company in the UK, responsible for managing over £44 billion of client assets. We have been trusted to deliver exceptional customer service and meet the needs of private investors for almost two centuries.

Key Responsibilities
  • Maintain accurate data records and provide professional support to internal and external stakeholders.
  • Calculate pension benefits and prepare precise documentation.
  • Assist with project work and system matters, staying up-to-date on industry developments.

Requirements
  • Previous experience in financial services administration, specifically in the SIPP/Pensions Sector.
  • Experience dealing with high-net-worth clients and advisers.

Benefits
  • Competitive salary range: £35,000 - £45,000 per annum.
  • Well-being subsidy and gym membership.
  • Virtual GP and Peppy Health App (Fertility, Menopause & Early parenthood).
  • Optional private medical and dental insurance.
  • 10% contributory pension scheme and discretionary bonus.
  • Life Assurance, Critical Illness, and Income Protection.
  • Season Ticket Loan and Electric Vehicle scheme.

Inclusion and Support

We value belonging and inclusion, creating an environment where everyone can be themselves and drive innovation, creativity, and business performance. If you require adjustments or supportive working arrangements, please let us know.



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