Trainee Pensions Administrator

Trainee Pensions Administrator

(1 x SIPP ref AL1352, 1 x SSAS reef AL1353)

Leicester - hybrid option available

Salary c£25,000 pa + excellent benefits

Previous administration experience within a financial or professional service is essential.

My client is an established, award winning and Chartered Pension, Investment and Wealth Management organisation.They look after in excess of £1bn of client assets and strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of their business. Their office is based in Enderby, Leicestershire and they service high net worth clients across the UK. They look to build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. This year they were delighted to receive for the third time a "Best Financial Advisor to Work for" award by Professional Advisor.

The role

There will be an initial period of 'on the job’ training and development with a view to then taking on a full portfolio of clients and fulfilling the role as described below.

To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPP’s/SSAS’s. Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner.

Knowledge, skills and abilities

• Ability to communicate effectively with clients and professional connections
• Ability to work within level of authority and to refer work when appropriate
• Ability to create and maintain accurate paper and computer-based records
• Knowledge of data protection legislation
• Good letter and report writing skills
• Good telephone manner
• IT/Keyboard skills
• GCSE Maths and English - Grade B or above (or equivalent)
• Educated to A-Level standard (or equivalent)
• Computer and Microsoft Office literate - Word, Excel and Outlook
• 2 years’ experience in an administration role within Financial or Professional Services

Remuneration and benefits

• Salary - Circa £25,000 per annum (Dependant on qualifications, knowledge, and experience)
• Life assurance - 2 x salary.
• Pension - 5% employer contribution, increasing incrementally in recognition of service. Salary sacrifice scheme available.
• Holiday - 24 days’, increasing incrementally in recognition of continuous service
• Health cash plan scheme - Includes support towards everyday health care costs, access to a discount’s portal and Employee Assistance Programme.
• Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. However, these may vary to meet the needs of the business.
• Hybrid working scheme - Available following completion of initial training and induction
• Professional qualifications - Financial support available for study materials and examinations subject to prior approval.
• Employee Wellbeing - Private Medical Insurance, Health Cash Plan, Wellbeing Guides, Discounts portal, Employee Assistance Programme.
• Communication and Recognition - Regular staff updates and company events.
• Free parking

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.