Pension & Invesment Administrator - FULL OR PART TIME CONSIDERED
We are recruiting for a client that is recruiting for a Pension and Invesmtent Administrator to support a large and busy IFA practice.
On offer is a competitive salary and benefits package with bonus.
The main dutis for this role are
You must check to ensure that all advisers supply a full compliant file to the administration team before processing any new business
Add dlients to the back office systems
Submit pension and investments to providers on line or by post
Chase providers on the progress of business in a timely and effective manner
Update clients progress of workflow
To prioritise workload to ensure deadlines are met
Chase client authorities with insurance companies
Ensure all documents held on client files are scanned to system or Intelligent Office
Issue documents to clients including post sales letters and plan schedules
Produce ongoing service reports for adviser's client meetings with all supporting documentation in a timely and effective manner.
For this role you will need to have a background in Pensions & Investments however Pensions would be the required product preferred.
You will need good attentions to detail
Strong communication skills
FA2 or RO1 or equivilant or desire to complete these.
If you have worked within an IFA this is advantageous but not essential
Please apply on the Dynamite Recruitment Website or call 02392 455422
Key Words: Pension, Pension Administrator, Pension & Investments, Group Pensions, IFA Administration, Financial Services, Financial Planning, Pension Planning. Pensions Review.
Investment administration, Investments Investments admin. Financial Planning Assistant
Financial planning, Wealth Planning IFA, FA2 FA2, RO1 RO1 RO1 FA2 FA2 FA2 FA2.
CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3 CF1,2,3
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.