Pensions Administrator | Back-Office & CRM Specialist

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

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.