Talent.com
Profiles Personnel
Pension & Investments AdministratorProfiles Personnel • Farnham, Surrey, England
Pension & Investments Administrator

Pension & Investments Administrator

Profiles Personnel • Farnham, Surrey, England
17 days ago
Salary
£30,000.00 yearly
Job type
  • Full-time
Job description

***PENSION & INVESTMENT ADMINISTRATOR***
Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.
Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants.
Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking
Key responsibilities for the Pension & Investment Administrator include

  • Processing new pensions and investment business
  • Liaising with Financial Consultants, Paraplanners and providers
  • Maintaining accurate records on the Intelliflo back - office system
  • Handling correspondence with clients, providers and advisers
  • Managing diaries and preparing files for client meetings
  • Ensuring all administration is completed in line with FCA and compliance requirements

The ideal Pension & Investment Administrator will need

  • Previous administration experience within an IFA or Financial Planning environment
  • Strong attention to detail and excellent organisational skills
  • Good IT skills and confidence using back-office systems
  • A professional and personable communication style
  • Strong numerical ability
  • A positive, team-focused approach
  • Financial services qualifications (R01-R06 or equivalent), or be actively working towards them

What's on Offer

  • Friendly and supportive team environment
  • Opportunity to develop your financial services career
  • Exposure to a wide range of pension and investment administration
  • Long-term career prospects within a growing and successful firm
  • Opportunity for hybrid working following a successful probationary period

Hours 9am-5pm Monday to Friday
If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.

Create a job alert for this search

Pension & Investments Administrator • Farnham, Surrey, England

Similar jobs

Investment Analyst

EdenbrookAylesbury, England, GB
Full-time

This range is provided by Edenbrook.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.We are looking for a talented and detail-oriented.In this ro... Show more

 • Promoted

Senior Insolvency Administrator

Levitate Recruitment - Accountancy and Insolvency Recruitment SpecialistsMaidenhead, England, GB
Full-time

An experienced Senior Insolvency Administrator is required in the Maidenhead office of this growing Insolvency Specialist.Reporting to a Manager you will manage circa 30 cases of various sizes and ... Show more

 • Promoted

Senior Pension Administrator: Complex Calculations

Aptia GroupChichester, England, GB
Full-time

Aptia Group in Chichester is seeking an experienced Senior Pension Administrator to manage complex client queries and oversight of pension calculations.You will support colleagues, advise on regula... Show more

 • Promoted

HR Administrator Starter Course (Slough)

ITonlinelearning RecruitmentSlough, ENG, GB
Part-time

HR Course Programme – Job Guarantee Included.Complete online training designed to take you from zero experience to your first HR administration role.Study part-time, build fundamental skills,... Show more

 • Promoted

Director Financial Adviser – Growth in Wealth Planning

Recruit UKGuildford, England, GB
Full-time

A leading financial recruitment agency is seeking a motivated Financial Adviser to join a Financial Planning firm in Guildford.This role involves building new client relationships, managing existin... Show more

 • Promoted

Senior Finance Business Partner UK & ROI

Alk Abello SpaMaidenhead, England, GB
Full-time

Senior Finance Business Partner UK & ROI.ALK is a global pharmaceutical company specializing in allergy immunotherapy.We are driven by a high level of professionalism, integrity, an open-minded app... Show more

 • Promoted

Marine Commercial Administrator

Tarmac Trading LimitedChichester, Sussex, GB
Full-time

Marine Commercial Administrator.Are you a highly organised administrator with a flair for data, reporting and coordination? Do you enjoy working across multiple teams, ensuring everything runs smoo... Show more

 • Promoted

Divisional Finance Director

Eton Bridge Partners LtdHigh Wycombe, England, United Kingdom
Full-time

Eton Bridge Partners has exclusively partnered with a large, complex organisation to appoint a commercially focused Finance Director.This is a high-impact leadership role supporting a sizeable busi... Show more

 • Promoted

Corporate Insolvency Senior Administrator

Levitate Recruitment - Accountancy and Insolvency Recruitment SpecialistsGuildford, England, GB
Full-time

Corporate Insolvency Senior Administrator.Due to a number of internal moves, Levitate Recruitment is currently being commissioned by a leading insolvency specialist to speak with experienced corpor... Show more

 • Promoted

Audit Senior – Hybrid, Study Support & Pension

Curtis Recruitment LimitedGerrards Cross, England, GB
Full-time

Curtis Recruitment Limited is seeking an Accounts & Audit Senior for a well‑established accountancy practice in the UK.The role requires substantial audit and accounts experience, with ACA/ACCA eli... Show more

 • Promoted

Mortgage and Commercial Finance Broker

Premier Jobs UK LimitedGuildford, GB
Full-time

Are you an ambitious Mortgage Adviser looking to take the next step in your career with a role that offers greater earnings, more flexibility with home-based working and the chance to develop acros... Show more

 • Promoted

Bid Administrator

PSR SolutionsHigh Wycombe, England, GB
Full-time

My client is seeking a Bid Administrator to join their Construction team.This individual should have experience within the construction industry with some knowledge of the bid process, having succe... Show more

 • Promoted

Contracts Administrator

TRS Staffing SolutionsFarnborough, England, GB
Temporary

Our client is proud to design and build projects and careers.We are committed to fostering a welcoming and collaborative work environment that encourages big-picture thinking, brings out the best i... Show more

 • Promoted

Corporate Finance Senior

ACCA CareersGuildford, England, GB
Permanent

The Corporate Finance Senior role offers an exciting opportunity to contribute to a professional services firm's Accounting & Finance department, providing expert financial insights and support.Thi... Show more

 • Promoted

Cathedral Chapter and Finance, Audit and Risk Committee Members | Guildford Cathedral

Guildford Cathedral Enterprises LimitedGuildford, England, GB
Full-time

Your donation helps keep the Cathedral open to God, open to all.THE FINANCE, AUDIT AND RISK COMMITTEE OF GUILDFORD CATHEDRAL.Guildford Cathedral is seeking new trustees to join its.Finance, Audit a... Show more

 • Promoted

Audit & Accounts Senior - High Wycombe

Pro-RecruitmentHigh Wycombe, England, GB
Full-time

Audit & Accounts Senior - High Wycombe (HP11) - £47,000 to £52,000.But finding one that actually offers progression, stability, and a genuinely good environment? That's a different story.This oppor... Show more

 • Promoted

Senior Pension Administrator

Aptia GroupChichester, England, GB
Full-time

Senior Pension AdministratorApplylocations: UK Chichestertime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR104473**About Aptia**Founded to shape the future of pensions... Show more

 • Promoted

Pensions Associate

KMA Legal RecruitmentGuildford, England, GB
Full-time

A leading UK law firm with one of the largest Pensions team in the UK are seeking an NQ Associate to join their Guildford office.You will join a highly regarded specialist practice advising a broad... Show more

 • Promoted

Administrator - IMMEDIATE START

Office AngelsFarnborough, England, GB
Full-time +2

Administrator - Farnborough (ASAP Start).Full-time | Office-based | 8:30am-5:00pm | Temporary to permanent.We are looking for a reliable and organised.General administrative and office support.Mana... Show more

 • Promoted

Pension & Investments Administrator

Profiles PersonnelEngland, Surrey, Farnham
£30,000.00 yearly
Full-time
Quick Apply

PENSION & INVESTMENT ADMINISTRATOR***.Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financ... Show more