Investment Administrator - Alcester

Ref: 43 Date Posted: Monday 19 Apr 2021
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Investment Administrator • Alcester • Salary to £23,000 DOE • Permanent •

An exciting opportunity for a Pension administrator has opened at a financial planning firm that specialises in all aspects of pension, investments, and protection planning

The company pride itself on the highest level of personal advice and professionalism that they provide each and every client, with the emphasis on building long term relationships

As an Investment Administrator, your main responsibilities will be to:  

  • You will be responsible for updating information in the back-office system
  • Processing new business including liaising with providers
  • Document management/scanning
  • Assisting advisers with research/preparation to ensure the smooth running of day-to-day business
  • General office duties, including answering telephones, preparing meeting packs for client appointments and reviews

The Successful Applicant  

To be considered for our Investment Administration role:  

  • You will ideally have previous experience working within a similar financial services environment
  • Excellent communication, both written and verbal, and attention to detail is essential to succeed
  • Financial services qualifications would be a bonus.
  • Must have experience in Pensions, Investment & Protection administration.
  • Experience of back-office systems such as Plum or Intelliflo. (Desirable)
  • Experience or research systems such as Defaqto, O&M, or Synaptics. (Desirable)

What’s on Offer? As a Investment Administrator, you will receive;  

  • £21,000 - £23,000 depending upon experience and qualifications. Increasing to £26,000 once you are familiar with research systems.
  • Company Pension Scheme
  • 23 days holiday plus BH