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Pensions and Investments Administrator

Oakley Recruitment
Job LocationSheffield
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Oakley Recruitment is working in partnership with a well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as a Senior Administrator on a full-time permanent basis.SummaryBeing the main point of contact for clients and members of the business providing administrative support.Duties & Responsibilities

  • Providing efficient administrative support to a number of staff members
  • Preparing correspondence including letters and emails
  • Maintaining all administration systems
  • Ensuring all client data is accurate and up to date
  • Maintaining the diary management system
  • Ensuring daily workflow is completed
  • Assisting with the management of the portfolio of existing business
  • Ensuring appropriate documentation is scanned and attached to the relevant client records
  • Preparing new business and reviewing packs for IFA client meetings
  • Providing mortgage research using online systems
  • Undertaking filing, photocopying and scanning duties when required
  • Dealing with fund switches and surrenders using compliance guidelines
  • Obtaining valuations/details on existing policies, ensuring the administration system is updated accurately
  • Attaching the post to relevant client records and deal with any urgent mail
Skills and experience
  • Previous experience within an IFA / Wealth Management / Financial Planning setting
  • Previous experience with Pensions and Investments
  • Effective organisational and planning skills
  • Experienced using Microsoft Word, Excel & Outlook
  • Delivery-focused, with a drive for quality throughout
  • Excellent interpersonal and communication skills
  • Able to work as part of a team, or if required, under your own initiative
Package and benefits
  • Work as part of a shift rota pattern of 8am - 4pm, 9am - 5pm, 10am - 6pm
  • Flexible working and holidays
  • Gifted birthday holiday
  • Bonus scheme
  • Social perks - annual Christmas and summer parties
  • Discounted health club memberships and free healthcare benefits
  • Professional development
  • Pension scheme
  • Shopping discounts
  • Access to free online training courses
Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting forOakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the employment agencies act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NInumber will be required, as part of your interview process.

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