• Pensions Administrator

Pensions Administrator in Cambridgeshire

Location: Cambridgeshire

Salary: £26,000 per year

Recruiter: Osborne Appointments

Date Advertised: 2024-06-27

Role:  Pensions & Investments Administrator

Location: St Neots

Hours: Mon – Fri 9am – 5pm

Salary: dependant on experience up to £26,000

I am looking for a strong administrator to join a financial services team in St Neots. Must have great attention to details and ideally the ambition to progress within a new role.

What’s in it for you?

  • Opportunities for development and progression
  • Awesome product discounts
  • Be part of a company that values creativity, innovation, and pushing boundaries.

    • What will you be doing in the role?

  • Provide general administrative support to the pensions and investments advisers and paraplanners
  • Process pension and investment applications, withdrawals, transfers and other related transactions
  • Prepare client packs for annual reviews and timely processing of any requirements from returned packs
  • Communicate with clients, financial advisers and providers to enable timely responses to their enquiries
  • Maintain a good understanding of relevant industry regulations and compliance requirements (ongoing support provided)
  • Maintain accurate and up-to-date records for pension and investment accounts

    • What we would like from you:

  • Strong attention to detail and analytical skills
  • Excellent written and verbal communication abilities
  • Proficiency in Microsoft Office Suite, particularly Word for written communications
  • Basic understanding of financial markets and interest in investment products and pension schemes
  • Strong organisational skills with the ability to manage multiple tasks simultaneously
  • Prior experience in a financial services or an administrative role is desired.

    • BEDFORDPERM

    Thank you for your interest in this vacancy, which is being advertised by Osborne Appointments, who are acting as an employment agency / business.


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