Administrator Pensions & Investments

Our client is one of the UK largest financial advisers. We are seeking a skilled Administrator to provide financial advisers with exceptional administrative support to enable them to deliver outstanding client service. As an Administrator you will work in the Life protection, pensions, and investment business to ensure its efficient processing and successful completion. You will

Administrator Responsibilities

Pensions & Investments

Provide comprehensive technical and administrative support to advisers.

Address client queries, including changes to income and withdrawal requests.

Process new business applications, such as pension transfers and investment submissions.

Prepare financial illustrations and application forms.

Communicate with providers to follow up on applications and keep clients informed of progress.

Generate quotes and submit new protection applications.

Ensure clients are kept updated on the status of their applications throughout the process.

General Duties

Proven experience within the Financial Services industry Wealth sector.

Adapt to additional roles and responsibilities as required, aligned with your skills and experience.

Skills & Competencies Required

Ability to perform effectively under pressure.

Excellent communication skills at all levels.

Strong team player with a collaborative mindset.

Methodical, well-organised approach to planning and executing tasks.

Demonstrates honesty and integrity in all work.

Benefits

Death in Service (DIS).

Income Protection cover.

Discretionary bonus.

Pension plan.

Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.