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Pension and Investment Administrator

Job LocationGlasgow
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A bit about the job:This is predominantly an admin-based role with an element of making/taking phone calls after processing knowledge has been obtained. As a Pension and Investment Administrator, you will be responsible for processing all customer and IFA requests that arereceived via post, email, phone and reports. You will ensure you exceed required service levels within a controlled environment, whilst always adhering to regulatory and client requirements!Skills and experience we’re looking for:

  • Ability to work at a fast pace and with high volumes whilst maintaining accuracy and attention to detail.
  • Excellent communication skills (both written and verbal) and relationship building with customers and colleagues.
  • Ability to follow processes and procedures, to manage your own workload effectively and identify opportunities for improvement.
  • Good working knowledge of Microsoft applications, particularly Excel and OneNote
  • Experience within a financial services environment is essential, ideally with a good understanding of our Pension and Investment products.
What you’ll get for this role:Our purpose - with you today, for a better tomorrow - is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We have so much to offer when it comes to being an Aviva colleague.
  • Generous pension (starting level Aviva contributes 8% when you contribute 2%)
  • Competitive salary with excellent benefits package
  • Bonus opportunity - actual amount depends on your performance and Aviva’s.
  • 25 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days
  • Make your money go further - Up to 40% discount on Aviva products & other retailer discounts
  • Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme
  • Brilliantly supportive policies including parental and carer’s leave
  • Flexible benefits to suit you, including sustainability options such electric cars and cycle to work

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