Job Description

We are currently looking for a Pensions Administrator to join the team. In this position you will be responsible for providing administrative support to a small team of financial advisors and assisting with daily tasks to maintain positive client relationships whilst ensuring the office is coordinated and running efficiently.

• Research the most suitable providers and products to meet clients’ needs using research tools as appropriate and as advised by the adviser
• Obtain quotations from product providers and provide illustrations and product information to the Paraplanner/Advisers required;
• Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale;
• Ensure that files are complete post-sale with all required client identification documentation and necessary application forms;
• Process applications accurately and record the required management information;
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
• Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Adviser;
• Prepare portfolio valuations as requested;
• Update and maintain CRM system
• Provide administration support to the team as required, e.g. marketing correspondence;
• Attend and contribute to regular update meetings
• Ensure office stationery/equipment is of sufficient quality, quantity and up to date;

Benefits:

• Bonus scheme
• Pension scheme
• 25 days holiday (plus this year staff are being given the three days between Christmas and New Year extra)
• Day off on your birthday

Required Knowledge, Skills, and Abilities

• Knowledge of relevant regulation and legislation
• Experience of client management systems
• The ability to build rapport with clients
• High attention to detail
• Strong organisational skills
• Competent user of Microsoft Office