PENSION & INVESTMENT ADMINISTRATOR*** Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01–R06 (or equivalent)? Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back – office system The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Good IT skills and confidence using back-office systems Financial services qualifications (R01–R06 or equivalent), or be actively xkybehq working towards them Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you’re looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we’d love to hear from you….
