Investment & Pension Administrator

Job Title: Investment & Pension Administrator
Contract Type:
Location: Kettering, Northamptonshire
Industry:
Salary:
  • £24,000
  • Contact Name: Jaimini Tailor
    Job Published:
    REF: BBBH4494

    Job description:

    Vanilla Recruitment

    We’re looking for a skilled administrative professional with extensive experience of working within an IFA practice, to join a well-reputed financial consultancy based in Kettering.

    The successful applicant will provide seamless clerical support to a team of investment advisers and paraplanners, by producing a range of clear and accurate documentation and correspondence which is fully compliant with internal processes as well as meeting provider and regulatory requirements.

     

    Duties and responsibilities:

    • Preparing paperwork for all client meetings, including report and document printing and valuation calculations, ensuring that all deadlines are met.
    • Liaising with clients, providers and other professional bodies in order to progress cases.
    • Answering the phone, taking messages and passing on as appropriate.
    • Answering the door and greeting any visitors to the building, making sure that all visitors comply with any site regulations. Preparing refreshments as necessary.
    • Ensuring that supplies of blank forms required by Advisers are kept well stocked and up to date and advising the Office Manager of any other items needed.
    • Carrying out filing on a regular basis for Advisers or the MD where necessary.
    • Sending Letters of Authority to providers, chasing information and then informing the adviser / paraplanner as appropriate.
    • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
    • Ensuring registers and logs are kept up to date and reviewed on a regular basis.
    • Taking responsibility for dealing with client queries in order to achieve a satisfactory conclusion.
    • Opening and distributing the post, and scanning it on the database on a daily basis.
    • Franking Royal Mail post and taking the post to the post box on a rota basis.
    • Communicating with colleagues on compliance matters as they arise, and highlighting any areas of specific interest.
    • Assisting the Management Team on any administrative or office based tasks as deemed appropriate.
    • Taking an appropriate role in any seminars and events arranged by the company.

     

    Skills and experience required:

    • Extensive previous experience in a similar administrative role within an IFA environment is essential
    • Experience of working with a variety of financial providers
    • Knowledge of using risk profiling tools such as Dynamic planner.
    • IT proficient, with a good working knowledge of Word and Excel
    • Excellent communication skills, both verbally and in writing.
    • Skilled in time management, organisation and prioritisation.
    • Works with a positive and proactive and problem-solving approach
    • Enjoys working as part of a collaborative team.

     

    Hours of work:

    • 9am – 5pm Monday – Friday

     

    Salary and benefits:

    • £24,000
    • 25 days’ annual leave + bank holidays

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