Pension & Investment Administrator

We have two available positions for a Pension and Investment Administrator to join our clients team based in Nottingham. This is a great opportunity to join a successful and well established team.

Responsibilities will include:

- Provide administrative support to the financial advisers, servicing new and existing clients.

- Maintaining back office systems

- Organising adviser diaries and booking client meetings

- Navigate through different provider platforms

- Taking charge of the annual review process in full including writing reports including cashflow modelling (Voyant, Cashcalc, O & M, Selectapension) and post meeting action point letters for clients

- Writing top up, transfer and withdrawal reports including factfinds

- Supporting clients throughout the planning process, from the first point of contact through updating and answering queries

- Undertaking the letter of authority process including chasing providers and providing updates to clients and the planners

- Creating and maintaining spreadsheets to keep the team informed at all stages of the planning process

Desirable:

- Excellent verbal and written communication skills

- Experience of pension, investment, and protection administration

- Experience of processing new business applications and ongoing client servicing

- Basic Microsoft Office skills with Word, Outlook and Excel

This is a full time, office based role. If you are interested in this position then please forward your CV to Riley at Artemis Recruitment.