Investments and Pensions Administrator

Job Description

Investments and Pensions AdministratorLocation: LeicesterSalary: £23,000 - £26,000 per annumHours: Full time, Monday to Friday 9-5pmPermanent VacancyAre you an experienced Investments and/or Pensions Administrator looking for a new challenge with a friendly, and supportive SME business Are you looking for a stable and rewarding administrative career If so, then this could be the role for you!Flowers Associates are seeking an Investments and Pensions Administrator to join a facilities management SME business based in Leicester. This role would suit an experienced Investments and/or Pensions Administrator looking for a stable and rewarding administrationcareer along with the support of highly qualified, experienced, and professional administrators/advisors to professionally develop their knowledge within the facilities management sector.The Role:This company pride themselves on delivering a high standard of service and bespoke, expert knowledge to their customers covering all aspects of wealth management, including, investment, pensions, estate planning and mortgage finance. This role of Investmentsand Pensions Administrator is to provide administrative support to the Managing Director and other advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.The successful Investments and Pensions Administrator will be responsible for but not limited to the following duties: To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction To carry out various research activities to assist in the advice process with clients To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g., The company Client Management System) To manage the process of distributing customers letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely manner To undertake general administrative duties (e.g., scanning, filing, preparing letters etc) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance To generate client facing documents in order to complete the advice process. To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectivelyThe ideal Candidate will:Have a minimum of 3 years experience in pensions and/or investments administration with extensive product/service knowledge. It is desirable that the Investments and Pensions Administrator has a CII Level 3 certificate or Level 4 Diploma. The candidate willbe apart of a small team within the SME business therefore, having excellent communication and customer service skills are essential, with the ability to liaise with other departments, to ensure smooth running of the business and the service they provide.This role is ideal for someone looking to build a career within administration, so if this sounds like you, then please apply!Employee Benefits: 24 days holiday (in addition Bank Holidays) Pension (up to 7% matched) PHI Free onsite parkingAdditional Information: Roughly a 0.8-mile drive/walk from Wigston Town Centre Roughly a 3.4-mile drive from Leicester City Centre Roughly a 2.0-mile walk from South Wigston Train Station Roughly a 2.7-mile drive/walk from the LE2 area