I am recruiting for a skilled Pensions and Financial Services Administration candidate preferably someone who has worked within an IFA Administrative practice who is capable of offering immediate support to pensions consultants and other Advisors and technical individuals within the business.
Main Purpose of the Role is to have skills within pensions and SiPP's, Pensions Financial Planning, ISA's and be able to carry out the following:
To provide an efficient and consistent administration service to clients, ensuring high and accurate standards of work at all times
Develop positive communication and working relationships with both clients and internal advisers. Identify and resolve problems that may arise with day to day work issues in the department
You will, at all times, be operating under strict regulatory and legislative regulations and follow internal procedures and systems
The role requires a competent Administrator who can focus on the day to day administration, and will be expected to deal with all basic issues that arise, but also have the knowledge, expertise and capability to recognise more complex issues, which may need to be discussed and resolved in conjunction with compliance
To achieve client objectives by utilising our own in-house retail investment products and investment funds
Duties and investment funds
Skills and Knowledge Requirements:
Willingness to undertake study
Ability to manage own workload and work within a small team
Knowledge of business processes, standards, policies and procedures
Experience within the Financial Services Industry would be beneficial
Exceptional communication skills at all levels
Excellent organisational skills
The salary is between 23k to 25k depending on experience.