
Pensions Administration Specialist
13 hours ago
This role is an excellent opportunity for a skilled Pensions Administrator to join Intellect UK Group Limited.
The salary for this position is £30,000 (flexible) and benefits include pension, 6 weeks holiday plus bank holidays, and private medical insurance.
As a Pensions Administrator, you will be responsible for preparing high-quality suitability reports, managing and updating the CRM system, and assisting IFAs and Senior Paraplanners in client interactions.
About the Role- Prepare suitability reports for clients.
- Manage and update the CRM system.
- Assist IFAs and Senior Paraplanners in client interactions.
You will be working on-site at our Leeds location, providing full-time and permanent support to our Independent Financial Advisors (IFAs) and Senior Paraplanners.
About YouWe are looking for a highly organized and detail-oriented individual with excellent communication skills and the ability to work well under pressure.
Benefits- Pension
- 6 weeks holiday plus bank holidays
- Private medical insurance
To succeed in this role, you will need:
- Excellent organizational and time management skills
- Strong communication and interpersonal skills
- Able to work well under pressure and meet deadlines
- Familiarity with CRM systems and data entry
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