Pensions & Investments Administrator
- Recruiter
- Heat Recruitment
- Location
- Henley-on-Thames
- Posted
- 28 Sep 2018
- Closes
- 04 Feb 2019
- Job role
- Accountant
- Sector
- Accounting - Public practice
The Client:
An exciting opportunity for an administrator has opened at a highly regarded bespoke financial planning and Investment Managers that specialise in all aspects of savings, investments and retirement planning for both corporate and personal clients.
They pride themselves on the highest level of personal advice and professionalism that they provide each and every client. You will be working in a supportive company who embrace the latest technology within the industry to help their employees provide the highest level of service.
You will be joining a very well-established firm who are innovative and have secured introducers with other national accountancy and law firms to continue to grow their impressive client base.
The Opportunity:
This is a fantastic opportunity to build on your industry knowledge by working with an established team of administrators who provide high quality support to the firm’s financial advisers as well as the firms external providers, auditors and FCA.
The main purpose of this position will be to provide a consistent and efficient administrative service to Clients of the practice ensuring you are producing a high and accurate standard of work at all times.
Progression towards more technical roles is strongly supported within the firm, with additional support given to anyone looking to complete industry specific qualifications.
Duties:
- Processing for all new business (ISA, Offshore and Collective schemes) for clients including transfers, surrenders, annuities, pension transfers and investment business including all client communications around these processes
- Set up client portfolios on company dealing system
- Accurately record, update and respond to client and adviser queries whether via telephone, email or in writing. Facilitate good service delivery at all times
- Liaising with clients and 3rd party companies over the telephone and in writing
- Officer
- To assist the Compliance team in identifying, investigating and rectifying rule breaches
- Preparation of SIPP review sheet and drawdown review illustration when requested by Advisers as part of client meeting pack
- To monitor proposed changes in legislation with particular relevance to the compnays SIPP.
- Deal with all ad-hoc administration queries as requested by the Head of Pension & Investment Administration
- Contribute to corporate development
What’s needed for me to be considered?
- You will have previous experience working within a similar fast paced financial services environment
- Excellent communication, both written and verbal and attention to detail is essential to succeed
- Financial services qualifications would be a bonus.
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms:
IFA Administrator, private client administrator, financial planning assistant, IFA Assistant