Pensions Administrator

3 weeks ago


Enderby, Leicestershire, United Kingdom DBCharles Recruitment Full time
Job Title: Pensions or Investments Administrator

We are seeking a highly organized and detail-oriented Pensions or Investments Administrator to join our team at DBCharles Recruitment.

The successful candidate will provide administrative support to our Financial Planning and Advice team, ensuring the smooth operation of our SIPP and investment services.

Key Responsibilities:

  • Provide broad support and administration to clients and various portfolios
  • Work closely with Financial Planners and Investment teams to ensure seamless service delivery
  • Manage diaries, set up new SIPP's, and process documentation and policies
  • Record management and upkeep, banking, reconciliations, and query handling
  • Process various payments, liaise with internal teams, and maintain accurate records

Requirements:

  • Strong background in SIPP/SSAS/investment client servicing and administration
  • Financial Services experience, with a CII Award or similar qualifications advantageous
  • Excellent communication and teamwork skills, with a high level of organization and attention to detail
  • Proficiency in MS Office, particularly Excel, and experience with systems such as Omni, Virtual Cabinet, and Intelliflo
  • Excellent written skills and ability to commit to an office-based role near Enderby, Leicester

What We Offer:

  • A competitive salary between £25,000 to £32,000 per annum, dependent on experience
  • Hybrid working post-training/probation period, with a Christmas shutdown period
  • Life Assurance, strong pension scheme, and 24 days' holiday allowance
  • Excellent perks towards well-being, free parking, and support towards further qualifications and studies

We are an established business with a great reputation, and we pride ourselves on establishing long relationships with our clients and partners. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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