Investment and Pension Administrator

Updated: April 25, 2024 11:16 PM GMT

North Oak Recruitment Limited

St Ives

St Ives, Cambs (our ref AL1268) - office based

Salary c£22,000 - £30,000 dep on exp plus benefits

Monday to Friday 8.45 - 5.00 (1 day working from home after probation period)

My client is an established Wealth Management company and they are now looking to appoint a Pension and Investments Administrator. With experience and a genuine interest in the Pensions, Investments or Wealth Management Industry, you will join an existing team of like-minded individuals.

Job Purpose

To provide administrative support to Advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.

Duties And Responsibilities
• To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction.
• To carry out various research activities to assist in the advice process with clients.
• To support the production of pensions, life and... More Detail