Job Description

Overview

We are seeking a highly organised and detail-oriented Administrator to join our team. This role is essential in supporting daily office operations, ensuring smooth communication, and maintaining accurate records. The ideal candidate will possess strong administrative skills, proficiency in relevant software, and excellent phone etiquette. This paid position offers an opportunity to develop your career within a professional environment.

Duties

Manage incoming calls and correspondence, demonstrating exceptional professional phone and communication etiquette Liaise with New Business and technical teams to ensure application information is accurate and complete Establish new pension schemes in a timely and accurate manner Maintain, update, and record client data and transactions across internal systems Open and operate client assets in line with procedures Correspond with clients, IFAs, and Investment Managers to deliver a prompt, professional, and high-quality service Process benefit crystallisation events, calculations, payroll, and HMRC reporting Organise and maintain physical and digital filing systems, ensuring confidentiality at all times Perform accurate data entry using Microsoft Office, Google Workspace, QuickBooks, and internal databases Generate standard correspondence, reports, illustrations, and documentation with the support of administrative assistants Complete due diligence checks and review third-party information Maintain schedules and key dates to ensure all administrative duties are completed on time Log and manage correspondence records accurately Support Pension Consultants and attend client meetings as required

Requirements

Proven office or administrative experience (pension or financial services experience preferred) Some financial services background desirable Strong organisational skills with the ability to multitask and prioritise workloads to meet service level agreements Excellent attention to detail and high level of accuracy Strong computer skills, including Microsoft Office (Word, Excel, PowerPoint), Google Workspace, and QuickBooks Numerate with good data entry and typing skills Excellent communication skills, with the ability to speak confidently with high-net-worth individuals and senior stakeholders Exceptional phone etiquette and professionalism Ability to work independently with minimal supervision while contributing effectively as part of a team

Qualifications

Willingness to study towards and pass a general financial services qualification CII qualifications desirable or a commitment to study towards certificate level Full study support and materials provided
This position is ideal for a motivated individual seeking to utilise their administrative expertise in a dynamic environment. Candidates should demonstrate professionalism, reliability, and a proactive approach to their work.

Job Type: Full-time

Pay: 24,420.00-37,729.23 per year

Benefits:

Company pension Flexitime Free parking Life insurance On-site parking Private medical insurance Store discount
Work Location: In person