Pension & Investment Administrator

Pension & Investment Administrator

We have two available positions for a Pension and Investment Administrator to join our clients team based in Nottingham. This is a great opportunity to join a successful and well established team.

• Provide administrative support to the financial advisers, servicing new and existing clients.
• Maintaining back office systems
• Organising adviser diaries and booking client meetings
• Navigate through different provider platforms
• Taking charge of the annual review process in full including writing reports including cashflow modelling (Voyant, Cashcalc, O & M, Selectapension) and post meeting action point letters for clients
• Writing top up, transfer and withdrawal reports including factfinds
• Supporting clients throughout the planning process, from the first point of contact through updating and answering queries
• Undertaking the letter of authority process including chasing providers and providing updates to clients and the planners
• Creating and maintaining spreadsheets to keep the team informed at all stages of the planning process

• Excellent verbal and written communication skills
• Experience of pension, investment, and protection administration
• Experience of processing new business applications and ongoing client servicing
• Basic Microsoft Office skills with Word, Outlook and Excel

This is a full time, office based role. If you are interested in this position then please forward your CV to