Financial Services Administrator (Pensions / Investments)
Guildford
£35,000 - £40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holiday
Are you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in a varied role, with training and development potential?
Are you skilled in financial administration, looking to work for a well-established, award winning provider of SIPP and SSAS who will recognise your skills and expertise, and reward it with great benefits such as private medical insurance for yourself, and your spouse, an enhanced pension, highly competitive salary and personal development plans, support towards achieving highly regarded qualifications, where you could eventually move into a variety of different exciting positions within the company, if you so wish?
This is a opportunity to join a highly successful company, which can provide you with flexitime, and a rewarding role where you will be communicating with clients, and completing a variety of administrative tasks, in relation to pensions, investments, life assurance and mortgages, with the potential for progression into a paraplanner, or financial advisory role.
On offer is an excellent opportunity for a financial administrator, to join an well respected firm, who pride themselves on their employee satisfaction, where you will be in a largely autonomous, and exciting role, where no two days will be the same.
The role:
Carrying out admin tasks in support of the sales process and client review process
Use back office systems such as Intelliflo to maintain client records
Communicate effectively with clients within the financial services sector
Maintaining client files and records
Processing new business applications, including checks to confirm documentation is correct
Creating and processing fund switch reports
Understanding the regulator requirements relating to independent financial advisorsThe person:
Experience with administration within Financial Services (Investments, Pensions or Similar)
Commutable to GuildfordReference : BBBH23747
Keywords: Finance Administrator, Pension Administrator, CF1 Investment Administrator, Financial Services Administration, Godalming, Surrey, Admin, Customer Service,
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
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