Pensions Administrator – Hybrid Wealth Management

Siamo Group Ltd; Gloucester; Hybrid; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Bonus up to 20%

Professional development (courses/exam

25 days annual leave + holidays

Private medical insurance

Life cover

Hybrid work 2 days from home

On-site parking

Job summary

Siamo Recruitment is partnering with a leading Wealth Management firm to recruit a Pensions Administrator who will report to the Practice Manager and be the main contact for clients and Financial Advisers. Experience with pensions and financial services is essential, with the ability to handle advisory communications.

The role touches all areas of the business, including relaying financial advice to customers, while prioritising customer experience.

Qualifications

• Experience in pensions and pension funds required.
• Experience liaising with Financial Advisers (FAs).
• Ability to work autonomously, remotely and in a team.
• Full UK Driving Licence and own vehicle.
• Knowledge of regulation, legislation and taxation.

Responsibilities

• Analysing investment portfolios and researching pension funds.
• Assist and manage technical queries to deliver thorough responses.
• Drafting product comparisons for clients.
• Ensure due diligence before case submission for paraplanning.
• Act as conduit between Advisers and office to redirect queries.
• Aid colleagues with technical queries while maintaining compliance.
• Monitor prospect cases and update as needed.
• Ensure reviews align with client review strategy.

Job description

Siamo Recruitment is partnering with a leading Wealth Management firm to recruit a Pensions Administrator who will report to the Practice Manager and be the main contact for clients and Financial Advisers. Experience with pensions and financial services is essential, with the ability to handle advisory communications.

The role touches all areas of the business, including relaying financial advice to customers, while prioritising customer experience.