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Investment and Pension Administrator

2 months ago

Lutterworth, Leicestershire, United Kingdom North Oak Recruitment Ltd Full time
Job Title: Investment and Pension Administrator

We are seeking an experienced Investment and Pension Administrator to join our team at North Oak Recruitment Ltd. As an Investment and Pension Administrator, you will play a crucial role in providing administrative support to our Advisers, ensuring that customer service is of the highest standard and regulatory requirements are met.

Key Responsibilities:
  • Obtain current fund values for investments and create reports for customers, maintaining customer satisfaction.
  • Conduct research activities to assist in the advice process with clients.
  • Support the production of pensions, life, and investments valuations and quotes using established Company procedures and formats.
  • Contribute to organisation and planning by introducing new and improved procedures and making best use of resources.
  • Distribute customers' letters of authority to ensure regulatory compliance and obtain relevant information in a timely fashion.
  • Undertake general administrative duties, such as scanning, filing, preparing letters, and telephone calls, to ensure deadlines are met and records are maintained.
  • Generate client-facing documents to complete the advice process.
  • Manage platform funds on an ongoing basis to meet customer requirements and maintain customer satisfaction.
  • Continually maintain and develop technical, product, and industry knowledge to keep pace with developments and change.
Requirements:
  • Knowledge and experience of using computers and a variety of general software packages.
  • Knowledge and understanding of the pensions and investment sector.
  • Self-motivated and willingness to learn in a fast-paced environment.
  • Enthusiastic and inspiring character.
  • Excellent organisational skills.
  • Ability to work under pressure in a busy department.
Desirable:
  • CII Level 3 Certificate or Level 4 Diploma.

If you are a motivated and experienced Investment and Pension Administrator looking for a new challenge, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV, you consent to it being retained for use in connection with this and future relevant and/or similar vacancies. Full Privacy Notice can be found on our website.