Investment Data Coordinator
6 days ago
Job Role: Investment Data Coordinator
We are seeking an Investment Data Coordinator to join our team in Leeds, West Yorkshire.
In this role, you will be responsible for inputting and maintaining accurate data records, dealing with internal and external queries, calculating pension benefits, and assisting with project work and system matters.
A competitive salary of £38,000 - £52,000 per annum is on offer, along with benefits including a well-being subsidy, gym membership, virtual GP, Peppy Health App, optional private medical & dental insurance, 10% contributory pension scheme, discretionary bonus, Life Assurance, Critical Illness & Income protection, Season Ticket Loan & Electric Vehicle scheme.
We value diversity and inclusion, creating an environment where everyone feels free to be themselves. If you require adjustments to support you through the recruitment process, please let our recruitment team know.
We are an equal opportunities recruiter and welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Key Responsibilities:
- Input and maintain accurate data records
- Deal professionally with internal and external queries
- Calculate pension benefits and prepare documents accurately
- Assist with project work and system matters
Requirements:
- Previous financial services administration experience within the SIPP / Pensions Sector
- Experience in dealing with HNW Clients and Advisers
- Highly organized and detailed individual with excellent communication skills
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