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.
Specifically you'll be responsible for the following:
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.
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.
You must have experience working in an administrational role and be keen to pursue a career within financial services.
This national IFA firm is currently seeking an administrator to work as part of their busy team in Rotherham.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
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.