Financial Services Administration Specialist

3 weeks ago


Leeds, Leeds, United Kingdom Search Full time
Job Description

We are seeking a highly skilled and experienced Financial Services Administration Specialist to join our team at Investec Wealth & Investment (IW&I). As a key member of our pension administration team, you will be responsible for delivering exceptional customer service and ensuring the smooth operation of our SIPP/Pension schemes.

Key Responsibilities:

  • Maintaining accurate data records and dealing professionally with internal and external queries
  • Calculating pension benefits and preparing accurate documents
  • Assisting with project work and system matters, and maintaining awareness of evolving industry developments
  • Providing support to high net worth clients and their advisers

Requirements:

  • Previous experience in financial services administration, specifically within the SIPP/Pensions sector
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Strong analytical and problem-solving skills

Working Arrangements:

We offer a flexible working arrangement, with 3 days spent in the office and 2 days remote. Our employees also benefit from a range of perks, including well-being subsidy, gym membership, virtual GP, Peppy Health App, optional private medical and dental insurance, 10% contributory pension scheme, discretionary bonus, life assurance, critical illness and income protection.



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