Pensions & Investments Administrator

7 days left

Coast Specialist Recruitment
02 Feb 2017
02 Mar 2017
Contract Type
Full Time

Pensions & Investments Administrator

£17,500 to £22,000


Main Function of Job

  • Provide full administration support to all financial advisers.
  • Assist all advisers with any general queries.

Main Duties:

  • That all advisers supply a full compliant file to the administration team before processing any new business.
  • Issue documents to clients including post sales letters and plan schedules.
  • Produce ongoing service reports for adviser’s client meetings with all supporting documentation in a timely and effective manner.
  • All clients must be entered onto the back office system.
  • Submit pension and investments to providers on line (via providers website) or by post.
  • Chase providers on the progress of business in a timely and effective manner.
  • Update client’s progress of workflow.
  • To prioritise workload to ensure deadlines are met.
  • Chase client authorities with insurance companies.
  • Ensure all documents held on client files are scanned on.

Knowledge Required

  • Previous knowledge of the Insurance/Financial Services Industry is essential.

Experience Required

  • Previous experience as an administrator within the financial services industry.
  • Especially with Investments, Pensions e.g Personal, GPP or Occupational.


  • FA1 - Life office administration completed or happy to work towards.


  • Level 3 progressing to level 4.
  • FA2 - Pensions administration.
  • CF1 - UK Financial Services, regulation and ethics.
  • RO1 - Financial services, regulation and ethics.

Practical Skills

  • Good keyboard skills.
  • Practical experience with Word, Excel and Database applications.
  • Good communication skills.
  • Problem solving.
  • Time Management.
  • Up to date knowledge of financial services providers and products.
  • Ability to work to deadlines.
  • Professional interaction with all advisers and clients.

Due to the high number of applications received, unfortunately we will only be able to respond to successful applicants