Pension Administration Assistant

1 week ago


Manchester, United Kingdom NJR Recruitment Careers Full time
NJR Recruitment Careers
An exciting opportunity has emerged for a diligent and detail-oriented Administrator to work with a respected Independent Financial Advisers firm located in the heart of Manchester City Centre. The expected annual salary is around £29,000 - £34,000.

### Company Overview

NJR Recruitment Careers proudly collaborate with established companies like our client, a reputable Independent Financial Advisers firm committed to delivering high-quality services. Their unwavering dedication to excellence has earned them recognition throughout the industry. In 2007, they achieved the distinction of becoming one of the first firms to achieve Chartered status, which they maintain annually.

### Job Responsibilities

This role calls for an administrator with significant experience working with IFAs. Key tasks involve:
  • Managing LOA summary issuance and chase-ups
  • Accurate collection of provider information about client assets
  • Acquiring relevant documentation before sales processes, including quotes
  • Ensuring correct execution-only letters
  • Generating quarterly reports for portfolio rebalancing
  • Reviewing fees, managing portfolios, and handling deaths and surrender requests


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