We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business.
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.
Specifically you'll be responsible for the following:
Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee-based advice to HNW clients, this successful IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and wider team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
I'm delighted to be working with a long-standing financial services business that is looking for experienced Pension Administrators to join their operation in the East Midlands.
Are you an experienced customer service professional working with the professional services sector?
Do you have strong back-office administration experience
You must have experience working in an administrational role and be keen to pursue a career within financial services.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking an administrator to work as part of their busy team in Rotherham.
This role would be perfect for someone who has a little bit of experience in the financial sector and is looking to get into a career in wealth management.
They are looking for a review team administrator to join their dynamic team.
An exciting opportunity has become available at a forward-thinking and ever-growing wealth management company with 15 years of experience in the industry.
As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Pensions Administrator due to increased business volumes offering home / hybrid working.
Responsibilities
Working as part of a team to administer a range of corporate pension schemes, primarily DB (defined benefit) / final salary based.
Undertaking a variety of tasks including amending leavers / joiners, scheme calculations, claims deaths etc.