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Pension Administrator

Vacancy Title: Pension Administrator
Contract Type: Permanent
Location: Poole, Dorset
Industry:
Salary: Up to £28000.00 per annum + Pension + Benefits
Start Date: ASAP
REF: BBBH5189_1542302071
Contact Name: Financial Services
Contact Email: chloe.emmerson@dynamiterecruitment.com
Vacancy Published: 29 days ago

Vacancy Description


PENSION & INVESTMENT ADMINISTRATOR

You will be required to provide an administrative support function comprising of a mixture of client servicing, business processing and general administration which will enable the Financial Planners to provide advice and servicing to clients.
they are looking for someone who can administer a Pension from cradle to grave in a Wealth Planning environment.

Some other duties will consist of
Excellent communication skills , both written and verbal
Excellent focus, accuracy and attention to detail
Good Microsoft office skills
Experience of investment platforms for processing business useful
Flexible and adaptable to changing workloads
Organised, reliable and diligent

Process new business and application submissions
Liaise with providers to obtain information.
Prepare for review meetings - update financial summaries and valuations
Data management - accurately update and maintain information on CSM systems.
Prepare and send letters to clients and providers.

For this role you must have a Pension or Investment background in Administration or any other technical aspect.

The company offers 25 days holiday + Pension and free parking

salary is 23 - 29k

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.