Pension Administrator

Robert Walters UK; Liverpool City Region; On-site; GBP 24,000 - 26,000; Full time

Job summary

A leading recruitment agency seeks a motivated Pension Administrator to provide essential support in financial services. Your role involves managing client interactions, ensuring documentation accuracy, and assisting financial advisors while promoting effective teamwork. You will gain genuine opportunities for progression and receive paid training during your tenure.

Benefits

Genuine progression opportunities

Paid training

Competitive salary

Qualifications

• University graduate ideally in Finance/Economics or administrative background.
• Exceptional organisational skills to manage daily interactions efficiently.
• Strong communication skills for effective team collaboration.

Responsibilities

• Managing interactions with insurance and pension providers.
• Assisting clients with documentation and maintaining client records.
• Supporting financial advisors in document preparation.

Skills

Organisational Skills

Communication Skills

Education

University degree in Finance/Economics

Job description

Job Summary/IntroductionPension AdministratorSalary: £24'000 - £26'000 per annumLocation: Manchester city centre

Description

Pension Administrator

Location: Manchester city centre

Keywords: Pension, Administrator, Financial Services, Wealth Management, Graduate Job, University graduate

Our client is actively seeking an exceptionally organised and motivated professional to enhance their team as a Pension Administrator. This crucial position underpins the firm's operations by providing vital administrative support and facilitating close collaboration with advisory teams. The ideal candidate will have a desire to progress in the pensions and financial services sectors, with a strong preference for backgrounds in financial planning and wealth management.

• Competitive salary of £24,000 - £26,000 per annum
• Monday to Friday working hours
• Based in Manchester city centre (Office based)
• Genuine progression opportunities with paid training

What you'll do:

As a Pension Administrator, you will play a pivotal role in supporting the smooth operation of our client's firm. Your day-to-day responsibilities will involve managing interactions with insurance and pension providers, assisting clients with documentation, maintaining client records, supporting financial advisors, executing administrative tasks promptly.

• Efficiently manage daily interactions with insurance and pension providers to ensure a seamless and professional experience.
• Support clients in completing necessary internal documentation, ensuring clarity and accuracy.
• Maintain meticulous and confidential client records, ensuring data integrity and compliance with privacy standards.
• Aid financial advisors in the preparation and processing of client documentation, enhancing the efficiency of client service delivery.
• Guarantee the timely execution of administrative tasks, aligning with internal policies and regulatory requirements.
• Promote effective communication within the advisory team to foster a cohesive and productive work environment.
• Keep client information current and accurately recorded in our systems, facilitating efficient access and analysis.
• Regularly update internal documents and systems to reflect current information and practices.

What you bring:

• University graduate ideally within Finance/Economics or administrative background looking to move into wealth management.
• Backgrounds within Pensions, financial planning and wealth management are highly desirable but not essential.
• Exceptional organisational skills are required to manage daily interactions efficiently.
• Strong communication skills are needed to facilitate effective collaboration within the team.
• Ability to execute administrative tasks promptly while adhering to internal policies and regulatory requirements.

What's next:

If you're ready to take your career to the next level as a Pension Administrator, don't hesitate!

Apply today by clicking on the link!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates