Trainee Life and Pensions Administrator

Job Type:
Job Sector:
Admin, Secretarial
Salary Description:
�16,000-�20,000 per annum
TalentSpa Recuitment
Job Ref:

Trainee Life and Pensions Administrator

Location: Ipswich, IP4

Salary: �16,000-�20,000 per annum

Hours of Work: Monday-Friday, 9:00am-17:00pm

About the Company:

Williams Farrall Woodward (WFW) is an independent financial advice and portfolio management business. We were established in 1995 and all our staff have been with us for many years. We are actively pursuing growth to capitalise on the opportunities in our sector. WFW has modern offices in central Ipswich.

We are very committed to education and training and we support all our staff who wish to advance their careers, skills and knowledge. In fact we want you to pursue professional education and training and we will support you with a structured training and study time.

This is a key position with lots of responsibility and the opportunity to work in a growing business. This position would be suited to a recent graduate in a relevant discipline, or a school leaver with relevant A level subject passes or an existing technical administrator with at least one year's experience.

Life and Pensions Administrator Responsibilities:

* You will work as part of a team providing personal and small corporate clients with a professional on-going financial planning experience.
* The work includes technical admin support to professional staff
* Working with our CRM and other IT systems
* Liaison with insurers and investment groups and handling enquiries from Clients.

Life and Pensions Administrator Requirements:

* Good IT skills
* Collaborative team player
* Flexible and adaptable
* A high degree of accuracy and diligence
* An ability to communicate well with clients both in writing and orally is also important
* Familiarity with IFA back office systems (if already in financial services) - Desirable
* A working knowledge of retail financial services products and services (if already in financial services) - Desirable

If you feel that you meet the Trainee Life and Pensions Administrator requirements, please apply now!

Contact Details:
TalentSpa Recuitment
Tel: 0844 8700 926
Contact: .

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