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.