Pensions and Investments Administrator

1 day left

Recruiter
Anonymous
Location
Watford
Salary
24000.00 - 28000.00 GBP Annual + GBP24000 - GBP28000/annum
Posted
29 Aug 2017
Closes
26 Sep 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
TPT2056 Pensions and Investments Administrator

My client is a small but well established financial services practice based near Watford, Herts, who are seeking an experienced Pensions and Investments Administrator, Sales Support Administrator to work for 3 Advisors.

The role will involve:-
• Requesting Illustrations and documentation from providers
• Drafting letters and correspondence
• Preparing valuations
• Liaising with clients and providers
• Audio typing letters, file notes and documentation from providers
• Answering the telephone, meeting and greeting visitors

The successful candidate will have experience of working within an IFA firm providing Sales Support to IFA's and have a good understanding of pensions and investment administration, understanding of platforms and wraps and a knowledge of group pension schemes

A small but friendly working environment. Hours 9 am to 5 pm Monday to Friday, 26 day holidays and pension.

If you live within easy commuting distance of Watford, Herts, have worked for IFA's and have good investment and pensions admin experience, please apply now