Pension & Investment Administrator

An exciting role has become available for a Pension and Investment administrator within a recognized UK’s financial advice network.

Key Responsibilities:

• Promote and uphold the principle of delivering Client Best Interest outcomes.
• Comply with regulatory responsibilities, keeping consumer outcomes central to all tasks.
• Ensure advisers submit compliant files to the admin team before new business processing.
• Accurately enter all clients into the back-office system.
• Submit pension/investment applications
• Track and follow up on submitted business with providers promptly.
• Update clients regularly on the progress of their cases.
• Manage workload effectively to meet all deadlines.
• Scan and store all client documents in INVU or Intelligent Office.
• Send documents to clients, including post-sale letters and plan schedules.
• Prepare ongoing service reports and supporting documents for adviser meetings.
• Ensure clients receiving ongoing service
• Maintain continuous professional development to stay current in skills and knowledge.

What You Bring:

Financial Services Experience:

• Prior administrative experience in the financial services sector is essential.
• Strong background in investments and pensions
• FA1 – Life Office Administration is mandatory.

Desirable:

• FA2 – Pensions Administration
• RO1

Industry Knowledge:

• Up-to-date understanding of financial products and providers
• Previous experience in the insurance or financial services industry is essential