Administrator

Administrator

Bury

£20-29k (depending on experience)

Our client is a local, well established financial services business located in the heart of Bury. As an Administrator you will be responsible for managing the administration of a portfolio of client investments. Your primary focus will be on providing exceptional service to the companies valued clients.

Benefits and Hours:

• Working Hours: 9-5.30 Monday to Friday (Office Based)
• Perks: Free parking, a supportive office environment.
• Pension Scheme: Enjoy the benefits of our company pension scheme.
• Working Environment: Luxury office and working environment

Key Responsibilities:

• Process Letters of Authority: Efficiently handle letters of authority related to client accounts.
• Data Gathering and Summaries: Gather relevant data and prepare concise written summaries for our advisers.
• Client File Preparation: Organize and maintain client files, ensuring they are up-to-date and accurately recorded in our systems.
• Member Cases and Calculations: Work on member cases, performing both manual and automated calculations as needed.
• Client Interaction: Answer member queries promptly and liaise directly with clients to address their needs.
• Pensions Administration: Perform pensions calculations, both manually and using computerized systems. Enter pensions data and handle inquiries efficiently.
• Database Maintenance: Ensure accurate data input into our databases.
• Reporting and Documentation: Generate reports and illustrations as required by our clients. Assist in due diligence checks and research.
• Client Requirements Processing: Collaborate with clients and third parties to process client requirements. Send out necessary forms and follow up on their return.
• Client File Support: Assist in preparing client files and presentations. Support the para-planning and adviser teams in updating scheme documents and fee agreements.
• Fee Management and Risk Renewals: Handle fee receipts and manage group risk renewals.
• General Office Administration: Provide telephone answering services and other general office support.

Qualifications And Skills:

• Industry Awareness: A basic understanding of the financial services sector would be advantageous.

• Pensions and Group Risk Exposure: While direct experience is not mandatory, an interest in occupational pensions administration and group risk management is desirable.

• Strong Communication Skills: Effective communication is key. We value individuals who can build positive relationships with clients and colleagues.

• Analytical Aptitude: You don't need to be a financial expert, a foundation of technical knowledge related to pensions would be beneficial.

• Tech-Savvy: Proficiency in Microsoft Office, especially Excel, is important for this role.

• Attention to Detail: Our client appreciates candidates who take pride in accuracy and precision.

• Organisational Skills: Being methodical and organised helps ensure smooth operations.

• Team Player: Collaboration is at the heart of this role. Our client is looking for someone who thrives in a team environment.

• Time Management and Adaptability: The ability to work under pressure and meet deadlines is essential.

• Independent Work Ethic: While you'll receive support, you should be comfortable working with minimal supervision.

Join this dynamic team and contribute to the continued growth! If you’re an ambitious individual with a passion for your work, we’d love to hear from you.