Back to search
With a salary ranging from 26,000 to 33,000 per year, this role offers a fantastic opportunity for growth and development. You'll enjoy 24 days of holiday and a supportive environment that encourages professional development, including bonuses for passing exams.Our client is a leading independent financial planning company situated in the heart of Trafford. They pride themselves on blending traditional business values with modern technology to deliver top-notch advice to their clients.
As a Pension Administrator, you will:
- Process and submit new business following the new business workflow.
- Submit Letters of Authority and gather necessary plan details for research.
- Meet and greet clients, handling incoming enquiries.
- Conduct portfolio rebalancing, buying, and selling.
- Accurately process client withdrawals and contributions.
- Prepare client packs for Annual Review meetings and complete post-meeting tasks.
- Write basic Suitability Reports.
- Conduct research for new business cases, focusing on fund and cost analysis.
The Pension Administrator role includes:
- Annual salary of 26,000 to 33,000, plus team bonus.
- 24 days holiday.
- Company pension scheme.
- Income protection covering 75% of salary after a 13-week deferred period.
- Group life cover (death in service) at 4x salary.
- At least two years of experience in a similar role.
- A high level of attention to detail and the ability to manage their own workload.
- Progress towards R0 qualifications or completion of some exams.
- Experience with systems like Intelliflo, A J Bell, Transact, Royal London, Canada Life International, and FE Analytics.
AW_FIN
