Investments & Pensions Administrator

Updated: March 18, 2024 09:15 AM GMT

Ortus PSR

Leicester

Job Description

Are you an experienced Investments & Pensions Administrator seeking an exciting opportunity to join a prestigious financial services firm? Our client, a renowned leader in the industry, is currently looking for a skilled professional to join their team. As an Investments & Pensions Administrator, you will play a crucial role in providing administrative support to the firm's advisers, ensuring exceptional customer service and compliance with regulatory standards.

Key Responsibilities Include
• Obtaining current fund values for investments and generating client reports.
• Conducting research activities to assist in the advisory process.
• Supporting the production of pensions, life, and investments valuations and quotes.
• Contributing to organizational efficiency by introducing new procedures and leveraging resources effectively.
• Managing the distribution of customers’ letters of authority to ensure regulatory compliance.
• Undertaking general administrative duties... More Detail