Life & Pensions Administrator

Crystal Palace

£20,000 - £25,000

£25,000 - £30,000


I am delighted to be partnered on a retained basis to a national wealth management company to make a series of key appointments across the UK. This is an exciting opportunity to work for a high reputation business who are offering an exceptional package alongside excellent opportunities for career progression.

Role Description:

We have a fantastic vacancy for a full-time Administrator to join our clients expanding team in their Crystal Palace and Maidstone offices. The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration to ensure a first class service is provided to internal and external parties.

Specific Responsibilities:

The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable:


» Taking phone calls, enquiries and requests, and handling them where appropriate

» Client correspondence, written and verbal

» Processing New Business

» Preparation of client review packs

» Illustration requests

» Back office support

» Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures

» Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant


Experience & Skills:

The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.


Key requirements are:

» Previous experience working in a Financial Planning firm is advantageous

» Good working knowledge of IO is essential, Adviser Office  and Platform experience preferable

» Excellent planning, organisational and multi-tasking abilities are essential

» Outstanding communication skills at all levels

» Ability to produce concise business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy

» Analytical and problem solving skills

» Flexibility/ adaptability to cope with change

» Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint

» We require a team player with a positive attitude


Location: Crystal Palace / Maidstone - SE19 3RW

Hours: Full time 9.00am – 5.00pm, Monday – Friday

Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Eyecare, Pension and Life Assurance, Holiday Purchase Scheme


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