We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
Key Responsibilities
Prepare application forms and paperwork for clients to complete.
Being an experienced administrator you will also be expected to assist less experienced team members checking their calculations and ensuring their on-going learning and development.
Working in a busy team it will be your responsibility to administer a range of mainly DB schemes with growing exposure to DC ensuring that all client and member enquiries are dealt with in a timely, professional and efficient fashion.
An excellent opportunity has arisen with a highly respected Pension consultancy for several experienced Pensions Administrators to join their growing team.
Carry out pension administration tasks and calculations accurately and in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct.
Do you have Pensions administration experience
Are you looking for progression and a long-term career?
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