Pensions and Investments Administrator
Stockport, Greater Manchester
Office Hours with early finish Friday (OR Part Time Hours)
Salary Neg depending on experience.
Up to £34,000 + benefits
We are on the hunt for an experienced administrator who has come from a financial background to join a successful and established wealth management business. The ideal candidate will have come from FCA regulated background within the finance field and ideally from a wealth management, pensions or investments.
The role is strictly an administration role however you will be building relationships with company clients due to the nature of the role.
Duties: -
· Dealing with pre-screen client packs
· Return fact find and add onto systems.
· Deal with any letter of authority
· Collate information & logging
· Update clients by phone & email
· Dealing with confidential information and following compliances
· Supporting a board of directors on a day to day basis
Benefits:-
· Bonus
· Free parking
· Early finish Friday
· Nice working culture
· Relaxed environment
Interviewing now