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Our client is looking for a Pension and Investment Administrator to provide administrative support to the business and assist the advisors with general queries. You will have the ability to work on your own initative as well as supporting the team. You will be customer focused and be able to work well under pressure, communicating at all levels.
Main responsibilities:
- Assist the wider team on an ad hoc basis
- Ensure policies and procedures are being followed
- Ensure awareness and compliance of regulatory responsibilities and ensuring that the consumer outcomes are at the core of what you do
- Providing support to the team and ensuring that all advisors supply a full compliant file to the administration team before processing any new business
- Entering clients on to the back office system
- Submitting pension and investments to online providers or by post
- Chase providers on the progress of business in a timely and effective manner
- Updating clients on the progress of their applications
- Prioritise workflow to ensure deadlines are met
- Chase client authorities with insurance companies
- Ensure all documents held on client files are scanned to CRM system
- Issue documentation to clients
- Produce ongoing service reports and supporting documentation to assist advisors with client meetings
Skills and Qualifications:
- Previous experience as an administrator within financial services, particularly within pension and investments (eg. personal, GPP or Occupational) (essential)
- FA1 - Life Office Administration
- Other desirable qualifications include FA2, CF1 and R01
- Up to date knowledge on financial services providers and products
- Knowledge of FCA rules and regulations
- Working knowledge of Insurance/Financial Services Industry (essential)
