Administrator

Essentia Solutions Group

Posted 9 hours ago, valid for a month

Stockport, Cheshire SK1 1NE, England

£32,000 - £34,000 per annum

Full Time

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Sonic Summary

The position is for a Pensions and Investments Administrator located in Stockport, Greater Manchester, offering flexible office hours with an early finish on Fridays or part-time options.
The salary is negotiable depending on experience, with a maximum of £34,000 plus benefits.
Candidates should have prior experience in administration within a financial background, preferably from an FCA regulated environment related to wealth management, pensions, or investments.
The role focuses on administration tasks while also involving client relationship building through communication via phone and email.
The company offers benefits such as bonuses, free parking, and a relaxed working culture, with interviews being conducted now.

Pensions and Investments Administrator

Stockport, Greater Manchester

Office Hours with early finish Friday (OR Part Time Hours)

Salary Neg depending on experience.

Up to 34,000 + benefits

We are on the hunt for an experienced administrator who has come from a financial background to join a successful and established wealth management business. The ideal candidate will have come from FCA regulated background within the finance field and ideally from a wealth management, pensions or investments.

The role is strictly an administration role however you will be building relationships with company clients due to the nature of the role.

Duties: -

Dealing with pre-screen client packs

Return fact find and add onto systems.

Deal with any letter of authority

Collate information & logging

Update clients by phone & email

Dealing with confidential information and following compliances

Supporting a board of directors on a day to day basis

Benefits:-

Bonus

Free parking

Early finish Friday

Nice working culture

Relaxed environment

Interviewing now!

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