Pensions & Investments Administrator Job Description Template
Our company is looking for a Pensions & Investments Administrator to join our team.
Responsibilities:
- Issue documents to clients inclusive of post sales letters and plan schedules;
- Ensure all documentation held is scanned onto Intelligent Office;
- Chase client authorities with insurance;
- Update details of new investments and fees once cases are complete;
- Preparation and submission of new business applications, inclusive of obtaining illustrations and quotations;
- Produce on-going service reports for advisers’ client’s meetings;
- Provide full administrative support to the Investment and Pension Financial Advisers;
- To update the back office system;
- Supporting and assisting the consultants for financial planning;
- Obtaining valuations and preparing new business reports;
- Developing technical knowledge on pensions and investments and keeping up to date with changes;
- Assisting in the investment research for the firm and analysing fund data.
Requirements:
- Great attention to detail and the ability to work to strict deadlines;
- Ideally FA1, FA2, CF1 and RO1 qualified;
- Proven background in pension and investments administrative support;
- Excellent communication skills;
- Highly organised with excellent IT skills.