Pensions Administrator

Asset Recruit; Knutsford; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive salary package

Support for further industry exams

Job summary

A local firm in Knutsford is seeking an experienced Pensions Administrator to join their back office team. This role involves managing CRM leads, accurate data entry, and preparing meeting packs within a busy environment. Successful candidates should have relevant experience in an IFA practice. The position offers a competitive salary package and full support for industry qualifications. If you have the necessary experience, please apply to learn more about this opportunity.

Qualifications

• Previous experience in an IFA practice is essential.
• Relevant qualifications in the financial field are preferred.
• Strong organizational skills to manage tasks effectively.

Responsibilities

• Manage leads using the CRM system.
• Conduct accurate data entry on CRM.
• Prepare meeting packs for client appointments.
• Handle call management and client contact.
• Collect data on client portfolios.
• Check new business paperwork and bank cheques.
• Submit new business to administration teams.
• Manage cash balances and movements.

Skills

CRM systems

Data entry accuracy

Client communication

Education

Level 4 Diploma in Financial Planning

Job description

Overview

My client is a local firm of IFA's based in Knutsford, Cheshire who are looking to add to their back office team, by securing an experienced Pensions Administrator to work in the financial planning department at their head office in Knutsford, Cheshire. Ideally you will be working towards Level 4 Diploma in Financial Planning although this is not essential, however the successful candidate will have previous experience working in an IFA practice.

Role

You will be working in a professional office environment and provided with a competitive salary package and full support to study further industry exams. You’ll be dealing with a wide variety of administrative tasks within a busy IFA firm, supporting the team of Advisers/Directors

Responsibilities

• Managing leads with the Client Relationship Management (CRM) system
• Accurate and timely data entry on to CRM
• Preparing meeting packs for client appointments
• Call management/ Client contact
• Data Collection on client portfolios
• Checking new business paperwork, banking cheques, scanning documents
• Submission of new business to Platform and Off-Platform administration teams
• Managing cash balances and cash movements

Full ongoing development and exam fees provided by the business. Please apply today if you have the relevent experience and one of our consultants will contact you with more information.

Please go to the Asset Recruit website to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.