Pension & Investment Administrator

We’re delighted to be helping a successful financial services business in Lutterworth to recruit a skilled Pension & Investment Administrator. This is an excellent opportunity to join a friendly, well-reputed local team who are trusted financial advisors to a large portfolio of clients.

If you have a keen interest in the pensions and investment sector, and you have administrative experience within financial services or wealth management, we’d love to hear from you!

Hours, salary and benefits:

• 35 hours per week Monday – Friday, 9:00am – 5:00pm
• £22,000 – £30,000
• 25 days’ holidays (+ bank holidays)
• Free parking
• Pension scheme

As Pension & Investment Administrator, you’ll have the following duties and responsibilities:

• Obtaining current fund values for investments and creating reports from this information for customers
• Carrying out various research activities to assist in the advice process with clients
• Supporting the production of pensions, life and investments valuations and quotes
• Contributing to organisation and planning through introducing new and improved procedures
• Managing he distribution of customers’ letters of authority in order to ensure regulatory compliance
• Undertaking general administrative duties (e.g. scanning, filing, preparing letters, telephone calls etc)
• Generating client-facing documents in order to complete the advice process
• Managing platform funds on an ongoing basis in order to meet customer requirements
• Continually maintaining and developing technical, product and industry knowledge

We’re looking for a Pension & Investment Administrator with the following skills and experience:

• Extensive previous experience of providing similar administrative support to an IFA, or within a similar financial services or wealth management business
• CII Level 3 Certification or Level 4 Diploma would be beneficial but is not essential
• IT proficient, with a good working knowledge of MS Office
• Sound understanding of the pensions and investment sector
• Excellent communication skills, both written and verbal
• Well organised, with strong attention to detail and accuracy
• Enjoys working in a busy environment, and demonstrates a positive and proactive approach