Pension Administrator

Job Type:
Permanent
Job Sector:
Banking, Finance, Financial Services
Region:
South West
Location:
Poole
Salary:
£28,000 to £28,000 per annum
Salary Description:
Pension + Benefits
Posted:
15/11/2018
Recruiter:
Dynamite Recruitment Solutions
Job Ref:
BBBH5189

PENSION & INVESTMENT ADMINISTRATOR

You will be required to provide an administrative support function comprising of a mixture of client servicing, business processing and general administration which will enable the Financial Planners to provide advice and servicing to clients.
they are looking for someone who can administer a Pension from cradle to grave in a Wealth Planning environment.

Some other duties will consist of
Excellent communication skills , both written and verbal
Excellent focus, accuracy and attention to detail
Good Microsoft office skills
Experience of investment platforms for processing business useful
Flexible and adaptable to changing workloads
Organised, reliable and diligent

Process new business and application submissions
Liaise with providers to obtain information.
Prepare for review meetings – update financial summaries and valuations
Data management – accurately update and maintain information on CSM systems.
Prepare and send letters to clients and providers.

For this role you must have a Pension or Investment background in Administration or any other technical aspect.

The company offers 25 days holiday + Pension and free parking

salary is 23 - 29k

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

Contact Details:
Dynamite Recruitment Solutions
Tel: 02392 455422
Contact: Financial Services
Email:

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