Are you ready to step up your career in the world of finance? Our client, a top Wealth Management firm in Trafford, is on the hunt for a Pension Administrator to join their dynamic Pension & Investment Team. If you have a keen eye for detail and thrive in an independent work environment, this could be the perfect role for you.
With a salary ranging from £26,000 to £33,000 per year, this role offers a fantastic opportunity for growth and development. You'll enjoy 24 days of holiday and a supportive environment that encourages professional development, including bonuses for passing exams.Our client is a leading independent financial planning company situated in the heart of Trafford. They pride themselves on blending traditional business values with modern technology to deliver top-notch advice to their clients.
As a Pension Administrator, you will:
Process and submit new business following the new business workflow.
Submit Letters of Authority and gather necessary plan details for research.
Meet and greet clients, handling incoming enquiries.
Conduct portfolio rebalancing, buying, and selling.
Accurately process client withdrawals and contributions.
Prepare client packs for Annual Review meetings and complete post-meeting tasks.
Write basic Suitability Reports.
Conduct research for new business cases, focusing on fund and cost analysis.Package and Benefits:
The Pension Administrator role includes:
Annual salary of £26,000 to...