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Pensions & Investments Administrator
Edinburgh / Hybrid
Salary up to £35,000 + Benefits
Candidates MUST have 5 years + Experience
Our client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an experienced Financial Services Administrator to join their team in Manchester, Birmingham, Leicester, or Edinburgh. The experienced Financial Services administrator will support the financial consultants by managing and administering a portfolio of pensions and personal wealth clients ensuring smooth and efficient handling of their financial affairs.
What's in it for you?
Competitive salary and benefits package
Hybrid working arrangement - flexibility to work from home after training
Opportunities for career growth and professional development
Collaborative team environment with a chance to learn from experienced professionals
Access to a variety of voluntary benefits tailored to your needs
Participation in charity events and social activities
Responsibilities:
Client Portfolio Management: Supporting a Senior Consultant by administering and managing a portfolio of pension and personal wealth clients.
Proactive Support: Collaborating closely with the Senior Consultant, assisting in the smooth running of client accounts and ensuring that their financial needs are met.
Client Liaison: Handling client queries, providing information, and ensuring high levels of service are maintained at all times.
Regulatory Compliance: Ensuring all activities are carried out in line with internal procedures and relevant regulations.
Administrative Support: Taking on administrative tasks that support the Senior Consultant, including preparing documents, managing workflows, and coordinating meetings.
Continuous Learning: Staying up to date with industry changes and regulations, participating in training to deepen your expertise.
Experience and Skills:
minimum of 2 years' experience in a similar financial services role.
Solid understanding of financial services and the ability to manage complex client portfolios
Previous experience supporting senior consultants or leadership teams is a plus
Excellent customer service and interpersonal skills, with the ability to communicate clearly at all levels
High attention to detail and the ability to work proactively to resolve client issues
Strong organisational skills and the ability to prioritise and manage multiple tasks in a fast-paced environment
Ability to work independently and as part of a team, with a collaborative approach
This is an exciting opportunity for an individual who is looking to take their career to the next level.
For more information apply online or speak to one of our specialist consultants quoting reference NJR15937
