Pension and Investment Administrator

Aviva; Glasgow; Hybrid; GBP 33,000; Full time

Job summary

A leading insurance and financial services company is seeking a Pension and Investment Administrator to manage customer requests and ensure compliance. This role offers a blend of office and remote work, with competitive salary, benefits including a generous pension scheme, and opportunities for career development. Candidates should have excellent organisational skills and a customer service background. The position requires strong communication skill and attention to detail.

Benefits

Bonus opportunity

Flexible benefits

Generous pension scheme

25 days holiday plus bank holidays

Aviva-funded Private Medical Benefit

Up to £1,200 of free Aviva shares per year

Paid volunteering days

Qualifications

• Proven track record in administrative and customer service roles.
• Familiarity with Pension, ISA and Investment Portfolio products is a plus.

Responsibilities

• Process customer and IFA requests through various channels.
• Exceed service levels while adhering to regulatory requirements.

Skills

Organisational skills

Customer service skills

Attention to detail

Communication skills

Ability to follow processes

Microsoft Excel knowledge

Tools

Microsoft OneNote

Job description

Overview

Pension and Investment Administrator

Location: Maxim Park @ Euro Central, Glasgow

Start Date: 3rd November

Starting salary between £25,400 – £28,500 (depending on hours, location, skills and experience). Our standard full-time contracts are for 35 hours per week (with options for part time working); we also offer a 40-hour contract which has an enhanced salary of up to £32,571.

This role will offer hybrid working between our Maxim Park office at Euro Central and working from home.

Please note this is not a fully remote role - a minimum requirement of 2 days working in the office per week.

Aviva introduced “smart-working” in 2020 and encourage flexible working; however, the successful post-holder will ideally need to be based within an hour’s commutable distance from our Maxim Park office, as training and your role will be a mix of office-based work and home working (this will be agreed with your manager dependent on the role).

Are you someone who has excellent organisational, administration and customer service skills, who also has (or has an interest in gaining), an understanding of Pension, ISA and Investment Portfolio products?

This role will give you the opportunity to gain an understanding of the complex nature of our products, plus you will gain insight into the regulatory aspects of our Savings and Retirement business (i.e., exposure to working towards HMRC and Financial Conduct Authority (FCA) rules).

If you have these skills, we have fantastic opportunities as a Pension and Investment Administrator in our Platform area, where you will be part of a fast-paced team within an ever-evolving environment.

A bit about the job

This is predominantly an admin-based role with an element of making/taking phone calls after processing knowledge has been obtained.

As a Pension and Investment Administrator, you will be responsible for processing all customer and IFA requests that are received via post, email, phone and reports. You will ensure you exceed required service levels within a controlled environment, whilst always adhering to regulatory and client requirements!

Skills and experience we’re looking for:

• Ability to work at a fast pace and with high volumes whilst maintaining accuracy and attention to detail.
• Excellent communication skills (both written and verbal) and relationship building with customers and colleagues.
• Ability to follow processes and procedures, to manage your own workload effectively and identify opportunities for improvement.
• Good working knowledge of Microsoft applications, particularly Excel and OneNote
• Previous experience in an administrative and/or customer service/financial services role

What you’ll get for this role:

• Starting salary between £25,400 – £28,500 (depending on location, skills, experience, and qualifications)
• Bonus opportunity - 6% (A & B grade) 8% (C grade) 10% (D grade) 12% (E grade) of annual salary. Actual amount depends on your performance and Aviva’s.
• Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.
• 25 days/29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days
• Aviva-funded Private Medical Benefit to help you get expert support when you need it
• Make your money go further - Up to 40% discount on Aviva products, and other retailer discounts
• Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme
• Brilliantly supportive policies including parental and carer’s leave
• Flexible benefits to suit you, including sustainability options such as cycle to work
• Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others
• We take your well being seriously with lots of support and tools

We would love for you to submit your application online. If you require an alternative method of applying, please contact the HR team for alternatives.

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working – spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva take a look here.

We’d love it if you could submit your application online. If you require an alternative method of applying, please email the HR team.