Pensions Administrator

1 week ago

Leicester, United Kingdom Mattioli Woods Full time

We are recruiting for several Financial Services Administrators to join our Wealth Management Teams across the Group.

These are hybrid roles, the successful applicants will be expected to regularly work from the Leicester office, with some flexibility on remote working.

**THE ROLE**:
As a Financial Services Administrator, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of our clients’ financial affairs - within agreed procedures and regulations.

**RESPONSIBILITIES**:
The role is fundamental to the success of Mattioli Woods, and as a Financial Services Administrator, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.

Other responsibilities may include, but are not limited to:

- develop and maintain good working relations with internal and external contacts
- plan, organise and prioritise workload to be completed within agreed service standards
- regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
- proactively support colleagues, clients, and financial advisers in a prompt and efficient manner
- work closely with the consultants to support and ensure clients’ needs are met
- work closely with colleagues in the team and make an active contribution to the section/business unit
- attend training sessions, maintain own training files, and develop relevant knowledge and skills

**WHAT YOU NEED TO SUCCEED**:

- minimum 2 years’ experience in a similar role
- understanding of financial services and SSAS/SIPP pension schemes
- excellent customer service skills and attention to detail
- ability to proactively manage client affairs in a prompt and efficient manner
- have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
- have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
- be honest and resilient, with the ability to resolve issues sooner rather than later

**BENEFITS YOU GET IN RETURN**:
In addition to excellent career progression - with fantastic opportunities for promotion - training, support and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

Your benefits package includes the following:

- Share Incentive Plan
- Group Pension
- Life Assurance
- Income Protection
- Health Cash Plan

It is flexible so that means you can pick benefits to suit you

**Job Types**: Full-time, Permanent

**Salary**: £19,989.86-£30,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Work from home

Schedule:

- Monday to Friday

Application question(s):

- Do you have a minimum of 2 years’ experience in a similar role?
- Do you have excellent customer service skills and attention to detail?

Work Location: One location

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