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. Your application will be considered in competition with others and we will contact you within 3 working days.

Osborne Appointments is an award-winning recruitment agency specialising in the supply of temporary, contract and permanent placements.  In order to keep up to date with all our recruitment activity, please like us on Facebook, follow us on Instagram and sign up for free email job alerts on our website.