Back to results list

Pensions (SIPP) and Investment Administrator - Witney or Henley

Location: HENLEY, OXFORDSHIRE, UNITED KINGDOM Salary: Salary Negotiable
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: X3-485543

I am recruiting for a skilled SIPP 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, with a highly strong Pensions and Investment backgroun.

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 negotiable and the benefits incredible 

If you have the skillset in Pensions, Investments and IFA Administration apply immediately and contact me on

Similar jobs