Pensions & Investments Administrator

Shepherd Stubbs Ltd; St. Neots; On-site; GBP 26,000 - 28,000; Full time

Benefits offered by this job

Company events

Health & wellbeing programme

Referral programme

Store discount

Job summary

Shepherd Stubbs Ltd in St Neots is seeking a Pensions & Investments Administrator to join our established financial services team. You will support Independent Financial Advisers with administration of pensions, investments and related products, ensuring accuracy and timeliness.

The role involves processing private and workplace pensions, ISA/bond applications, client liaison and compliance tasks, with an emphasis on attention to detail and customer service. On-site, permanent, £26k-£28k salary.

Qualifications

• Previous administration experience within Financial Services or an IFA environment
• Good working knowledge of financial products: SIPPs, ISAs, bonds, personal pensions
• Strong numerical skills and attention to detail
• Experience using financial services CRM systems such as Intelligent Office, Adviser Office or Iress, plus provider portals
• Excellent telephone and written communication skills

Responsibilities

• Provide essential administrative support to Independent Financial Advisers
• Administer private and workplace pensions and investment portfolios
• Manage cases from application to completion
• Liaise with clients, providers, investment managers and platforms

Skills

Administration experience in Financial

Knowledge of SIPPs/ISAs/bonds/pensions

Numerical accuracy

CRM systems experience (IO, Adviser, I

Excellent communication (phone/written

Tools

Intelligent Office

Adviser Office

Iress

Job description

Pensions & Investments Administrator

St Neots, Cambridgeshire | £26,000–£28,000 | Full-time, Permanent

Are you an experienced Financial Services Administrator looking for your next opportunity?

Do you already have experience working within Pensions, Investments or an IFA environment and have a good understanding of products such as SIPPs, ISAs, bonds and personal pensions?

If so, this could be an excellent opportunity to join an established financial services business in St Neots, supporting a team of Independent Financial Advisers and helping deliver a first-class service to a substantial client base.

IMPORTANT – DO YOU HAVE THE RIGHT EXPERIENCE?

To be considered for this role, you will need:

• Previous administration experience within Financial Services or an IFA environment
• A good working knowledge of financial products, particularly SIPPs, ISAs, bonds and personal pensions
• Strong numerical skills and exceptional attention to detail
• Experience using financial services CRM systems such as Intelligent Office, Adviser Office or Iress, together with financial platform/provider portals
• Excellent telephone and written communication skills

If you don't have previous Financial Services / IFA administration experience, this isn't likely to be the right role for you.

The Role

As a Pensions & Investments Administrator, you'll provide essential administrative support to the company's Independent Financial Advisers, helping ensure clients receive a professional, efficient and responsive service.

You'll be involved in the administration of private pensions, workplace pensions and investment portfolios, managing cases from initial application through to completion and liaising with clients, providers, investment managers and platforms along the way.

You'll be joining a professional team where accuracy, organisation and attention to detail really matter.

What You'll Be Doing

New Business & Case Processing

• Process new pension and investment applications accurately and efficiently
• Submit new business through a range of financial provider platforms
• Track cases from application through to completion
• Request and chase Letters of Authority (LoAs) from third-party providers

Client & Provider Liaison

• Act as a key point of contact for client administration queries
• Handle incoming calls and emails professionally and confidently
• Liaise directly with investment managers and insurance platforms
• Obtain accurate valuations and transfer information

Compliance & Administration

• Maintain accurate and up-to-date electronic client records
• Ensure client files meet FCA regulatory requirements
• Collate documentation required for Anti-Money Laundering (AML) checks
• Prepare client files and data packs ahead of adviser review meetings

What We're Looking For

We're looking for someone who is organised, commercially aware and comfortable working with financial information.

You'll need to be confident dealing with clients and financial providers, able to manage your own workload and, above all, have a high level of accuracy and attention to detail.

If you enjoy working in financial services and want a role where your experience is genuinely valued, we'd love to hear from you.

The Details

Salary: £26,000–£28,000 per annum

Job Type: Full-time, Permanent

Working arrangement: In person

Reporting to: Practice Manager / Senior Administrator

Benefits

• Company events
• Health & wellbeing programme
• Referral programme
• Store discount