Connecting...

Back to results list

Pensions Administrator

Location: BROADSTONE, DORSET, UNITED KINGDOM Salary: 20,000-24,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 3 months ago Reference: X3-309062

I’m currently working closely with a successful financial planning client based in Broadstone. They are looking to expand their team and seeking an Investment & Pensions Administrator

 

Duties as followed:

Updates client plans on the back-office system

Prepares for client meetings producing all required compliance documentation

Provides administrative support to the Paraplanners and Financial Advisers

 

Skills/Qualifications Required:

Experience and knowledge within Pensions and Investments

Financial Services Qualifications

Proficient in Microsoft Office

Good communication skills, both verbal and written

Similar jobs