Details:
- Salary: £24,000 - 26,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: St Neots
- Date: 3 days ago
Description:
Role: Pensions & Investments Administrator
Location: St Neots
Hours: Mon – Fri 9am – 5pm
Salary: dependant on experience up to £26,000
I am looking for a strong administrator to join a financial services team in St Neots. Must have great attention to details and ideally the ambition to progress within a new role.
What’s in it for you?
Opportunities for development and progression
Awesome product discounts
Be part of a company that values creativity, innovation, and pushing boundaries.
What will you be doing in the role?
Provide general administrative support to the pensions and investments advisers and paraplanners
Process pension and investment applications, withdrawals, transfers and other related transactions
Prepare client packs for annual reviews and timely processing of any requirements from returned packs
Communicate with clients, financial advisers and providers to enable timely responses to their enquiries
Maintain a good understanding of relevant industry regulations and compliance requirements (ongoing support provided)
Maintain accurate and up-to-date records for pension and investment accounts
What we would like from you:
Strong attention to detail and analytical skills
Excellent written and verbal communication abilities
Proficiency in Microsoft Office Suite, particularly Word for written communications
Basic understanding of financial markets and interest in investment products and pension schemes
Strong organisational skills with the ability to manage multiple tasks simultaneously
Prior experience in a financial services or an administrative role is desired.
BEDFORDPERM
Thank you for your interest in this vacancy, which is being advertised by Osborne Appointments, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days.
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