Pensions & Wealth Admin - Career Growth & Exam Bonus

James Newbury; England; On-site; GBP 29,000 - 40,000; Full time

Job summary

A financial services company in Milton Keynes seeks a Pensions & Wealth Management Administrator to handle client portfolios and provide ongoing support. Ideal candidates will have strong attention to detail, excellent communication skills, and the ability to work in a team. You should have minimum 5 GCSEs including Maths and English. The role offers a salary of circa £29,000 - £40,000 depending on experience with benefits such as pension and continuous development support.

Benefits

Pension

28 days holiday

Continuous development

Employee recognition awards

Team events

Qualifications

• Experience in defined business processes and client relationship management.
• Ability to work independently and achieve agreed outcomes.
• Good IT and notetaking skills necessary.

Responsibilities

• Build and maintain relationships with clients to ensure satisfaction.
• Create and manage client reports and valuations.
• Assist with general office duties and attend networking events.

Skills

Attention to Detail

Organisational Skills

Communication Skills

Teamwork

Education

5 GCSEs including Maths and English

Tools

MS Office

Job description

A financial services company in Milton Keynes seeks a Pensions & Wealth Management Administrator to handle client portfolios and provide ongoing support. Ideal candidates will have strong attention to detail, excellent communication skills, and the ability to work in a team. You should have minimum 5 GCSEs including Maths and English. The role offers a salary of circa £29,000 - £40,000 depending on experience with benefits such as pension and continuous development support.