Pensions and Investment Administrator

Posted 22 September by Pendry Selection Services

Administration Assistant

A fantastic and unique opportunity to work in a modern fast-moving up-market organisation with modern offices, backing up an enthusiastic team operating in the Financial Services sector. No two days will be the same and career advancement opportunities are unlimited.

The Firm

A sophisticated Financial Services firm, operating in the High Earning sector, advising on and arranging Investments, savings, pensions, wills,, equity release and mortgages

Job Duties and Responsibilities

*Post management - logging and filing of incoming post, switchboard and reception
*Aftersales admin checks for policies sold by Advisers
*Logging and reporting of identified errors
*Reconciling of incoming commission statements to policies in the customer database
*Liaising with insurers and lenders on an ad hoc basis to assist ongoing applications and status updates
*Administration and upkeep of the firm’s in house CRM system
*Stationery orders and general office upkeep

Desired Attributes

  • Must live within easy travelling distance from Watford Junction area
  • Good grades in English and Maths and skill/speed with calculations
  • Good recent UK experience in office administration in a financial services industry (Essential)
  • Smart appearance and excellent communication skills
  • Good team spirit
  • Accurate and compliant by nature
  • Ambition, energy and enthusiasm, Must love being busy
  • Clean credit record and good references from previous employers
  • Good consistent UK work record without unexplained gaps

Pendry Selection Services, premier Talent finders are handling this vacancy for a special Client. Career development opportunities are unlimited. Call us today if you are interested, or email us your cv.

Required skills

  • Admin
  • Investments
  • Microsoft Excel
  • Pension Funds
  • Team Spirit

Application questions

Have you recent UK Banking, Insurance, investments or Building society experience?
Do you live within easy travelling distance from Watford?
Are you numerate, articulate and IT literate with good grades in maths and engish?
Are you an enthusiastic team player?
Are you accurate, concise and compliant by nature?

Reference: 36178069

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