Administrator Advice Support Pensions
7 days ago
The Role In this role you will provide administrative support to the whole Financial Planning team to ensure a commercial high‑quality, low‑risk client service can be delivered. You will ensure client data is accurate and up to date to support the client service marketing strategy and BI requirements of the business. Outcomes of the Role Ensuring client records are accurate and up to date and, where necessary, data cleansing of systems. This may also include regular monitoring. Contributing to the testing of IT system processes. Processing client letters of authority to providers, reviewing plan information and obtaining any missing information in a timely manner. Updating Financial Planners, Financial Planning Assistants and Client Services Executives with progress on data collection. Inputting, attaching and maintaining client information on Adviser Office and RFP systems as required, ensuring BI can be obtained as needed. Following department processes and procedures to ensure information is up‑to‑date and accurate. Operating the processes for receipt of adviser charges/commissions to ensure correct and timely client charging and efficient income for the company, and correct financial reporting collection. Contributing to collating/updating agency agreements with providers and setting up new users on 3rd‑party platforms. Completing projects on an ad‑hoc basis for RFP. Other administration duties required from time‑to‑time as directed by the department manager. Knowledge, Skills and Experience Excellent numeracy skills. Good communication skills. A high standard of accuracy and attention to detail. Must be able to use your own initiative and work closely with Managers in a proactive manner. Methodical and conscientious approach to work; follow procedures in line with internal processes and regulatory requirements. Excellent telephone manner. Experience in an office environment and/or within the financial industry is ideal. Good Microsoft Excel knowledge. Ability to learn and embrace new technology. Employment Information Employment Type: Full Time Department / Functional Area: Financial Planning Vacancy: 1 Location Leeds #J-18808-Ljbffr
-
Senior Pensions Administrator
4 days ago
Leeds, United Kingdom XPS Pensions Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Senior Pensions Administrator Location: Leeds Employment Type: Permanent, Full Time Grade: Consultant Hybrid REQ003185 About XPS Group XPS Group is a prominent UK consultancy and administration firm within the pensions and insurance sectors. As a FTSE 250...
-
Senior Pensions Administrator
2 weeks ago
Leeds, United Kingdom BWF Pensions Full timeLooking for a new challenge? Wanting to work for a leading pensions consultancy? Our client are seeking a Senior Pensions Administrator who will be primarily responsible for helping, supporting and mentoring their colleagues with their pensions expertise,production of annual benefit statements, pension increases renewals and admin reports, authorisation of...
-
Administrator Advice Support Pensions
2 weeks ago
Leeds, United Kingdom Rathbones Full timeRathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be...
-
Advice Support Administrator
1 week ago
Leeds, United Kingdom Investec Full timeWe're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...
-
Leeds, United Kingdom Rathbones Group Plc Full timeCompany description At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most. Were...
-
Leeds, United Kingdom Rathbones Full timeAdministrator- Advice Support- Self Invested Personal Pensions and Financial Planning Role Title: Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP) Division: Group Operations Contract: Permanent Working pattern: Hybrid About the Role: In this role you will provide administrative support to the whole Financial...
-
Senior Pensions Administrator
1 week ago
Leeds, United Kingdom XPS Group Full timeSenior Pensions Administrator Location: Leeds Employment Type: Permanent, Full Time Grade: Consultant Hybrid About XPS Group: XPS Group is a prominent UK consultancy and administration firm within the pensions and insurance sectors. As a FTSE 250 company with over 2000 employees, we leverage expertise alongside advanced technology to serve over 1,400 pension...
-
Leeds, United Kingdom Rathbones Full timeAdministrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP) Contract: Permanent Hybrid In this tole you will provide administrative support to the whole Financial Planning team to ensure a commercial, high-quality, low-risk client service can be delivered. You will ensure client data is accurate and up to date...
-
Pension Administration
4 days ago
Leeds, United Kingdom Mercer Full time**Pension Administrator - Mercer - Remote / Homeworker** **Note: This role can be based anywhere in the UK** This role is at the very core of Mercer Services within the Wealth arm of our business supporting Members, Trustees and Clients. The main purpose of this role is to work as part of a team that lead on projects, providing an accurate, reliable, and...
-
Administrator - Advice Support- SIPP and FP
2 weeks ago
Leeds, United Kingdom Rathbone Brothers Full timeAdministrator - Advice Support- SIPP and FP Job ID: 2148 Department: SIPP & FP Admin Job Category: Support Location: Leeds, GB, LS1 4AP At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t...
