A respected regional Pension Consultancy who are currently going through expansion are keen to find a good trainee administrator who a good eye for detail. They have recently moved to larger offices and can take three new administrators from a general office or financial services background.
Processing new pension policies and administering changes to clients investments.
Updating and maintaining client records via the Back Office
Arranging client/adviser appointments
Preparing client Investment portfolio valuation reports and preparing for client meetings
Following up on action points following adviser meetings
Possible involvement with templated report writing at some point in the future
Its a very friendly team and a very busy role. Interviews available immediately.
For full details of their company and the prospects for the future, please apply asap.
- Financial Planning
- Financial Services
- Pension Administration
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