Private Pensions & Wealth Management Administrator

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

Role

Pensions & Wealth Management Administrator

Location

Milton Keynes

Salary

circa 29,000 - 40,000 depending on experience and qualifications - you could be a grad with a few months experience to someone with a few years experience in a related role, to a fully fledged sector experienced person - just send your cv if you can answer yes :)

Benefits

• pension
• 28 days holiday (inc bank holidays) PLUS Christmas and New Year closure
• parking
• Continuous development sponsored and a bonus paid at exams passed
• employee recognition awards
• Friday breakfast club
• Fab Festive team events
• and lots more!

Hours

worked Monday to Friday 8.00-5.00pm (early finish on a Friday to start the weekend! (37.5hrs per week)

Overview

You will have responsibility for the continued relationship building and care for a portfolio of clients, supporting the financial advisers in looking after the clients needs. You will provide excellent, ongoing non-advised service and help the team and brand maintain a very high client satisfaction it is renowned for, maintaining the status of being one of the top Financial Services companies in Buckinghamshire and listed in the Financial Times.

You will be part of a UK award winning team!

Key Duties & Responsibilities

• Creating Annual Review Reports accurately and in a timely manner
• Creating Portfolio Valuation reports
• Perform fund switches as requested by clients
• Maintaining regular contact with clients via phone calls, email and letters to ensure great client support and service, building trusted, valued relationships
• Sitting on the Financial Adviser client meetings, taking detailed notes as well as actioning any agreed outcomes, updating client fact-find and client notes.
• Dealing with client queries
• Build a strong, friendly, professional relationship with clients
• Attend networking events to raise the profile of the business.
• Assist with general office duties as required by all of the team- this includes things from making the tea, to emptying the bins, to loading the dishwasher - it's a teamwork thing :)

Attributes & Skills Required

• You need to be someone who is experienced at working within defined business process and take on responsibility, using common sense and initiative
• Ability to achieve agreed outcomes using your initiative and common sense
• Ability to plan your daily/weekly workload, prioritising effectively
• Great attention to Detail and accuracy is absolutely essential - its peoples pensions
• Organised, methodical and process driven
• Maintaining confidentiality and professionalism at all times
• Proactive and forward thinking - not just reacting but being proactive
• A teamplayer, supporting and assisting as required for great teamwork
• Ability to learn and develop as you will be required to take the required exams and if you wish, to continue developing your career into the world of Financial services - your future career invested in and paid for by the company and a bonus for passing the exam!
• Well spoken with excellent English communication skills, spoken and written
• Good grammar, spelling and punctuation is a must to create legal documents
• A professional outlook in the way you work and present yourself to your peers and clients
• Good IT skills
• Good keyboard skills
• Good notetaking ability to take notes in meetings
• A solid, stable career history
• Driver to attend networking events and possibly visit other offices in the portfolio
• Minimum of 5 GCSEs passes inc Maths and English (level 6+/ C)
• Full rights to work/reside in the UK
• the ability to pass a Financial Services check (DBS and credit check)

Ideally, you will have previous financial sector experience such as banking, pensions, mortgage industries.

This is truly a great opportunity for the right person with an almost fool-proof career path if you have the right attitude, motivation, people skills and attributes.

If this is you, then please send your CV to us now. If you do not hear back within 5 working days, you will not have been shortlisted on this occasion. Thank you for your interest.