Investment and Pension Administrator
South Leicestershire
Salary c£22,000 - c£30,000 dep on exp plus benefits
Monday to Friday 9.00 am - 5.00 pm (some flex may be available)
(our ref AL1291)
My client is an established Independent Wealth Management organisation and they are now looking to appoint an Investment and Pension Administrator. With experience and a genuine interest in the Investments, Pensions or the Wealth Management Industry, you will join an existing team of like-minded individuals.
Job Purpose:
To provide administrative support to Advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.
Duties and Responsibilities:
1. 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.
2. To carry out various research activities to assist in the advice process with clients.
3. 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.
4. To contribute to organisation and planning through introducing new and improved proced...