Pensions Administration Coordinator

1 month ago


Chester, Cheshire, United Kingdom Page Personnel Sales Full time
Job Description:
In this key role, you will work closely with financial planners to provide administrative support and help them deliver exceptional service to clients. Your primary responsibilities will include preparing suitability reports and client review packs for investments, pensions, and protection solutions. You will also conduct research on financial products to meet individual client needs, use investment and wrap platforms effectively, and maintain accurate administrative information to ensure compliance with relevant bodies. Additionally, you will be responsible for submitting plans to third-party providers, obtaining illustrations and product information, and preparing application forms. If you have a strong background in administration, excellent communication skills, and a passion for finance, we encourage you to apply for this challenging yet rewarding role. The salary range for this position is £35,000-£40,000 per annum, plus benefits including 25 days holiday, with option to buy/sell, company pension scheme, onsite parking, and great location in Chester.

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