Pensions and Investments Administrator

2018-09-26 09:49:272018-12-05Coast Specialist Recruitment
Job Type Permanent full-time
Location Swanley, Kent
Area Kent, UK Swanley, Kent
Sector FINANCIAL SERVICES - InvestmentsFINANCIAL SERVICES - Pensions
Salary £25 - 30,000 pa
Start Date
Advertiser John Heffernan
Telephone 01702 713739
Job Ref EB2709
Job Views 207
Description

A Wealth Management practice based in Swanley, has an opportunity for a Pensions and Investments Administrator to join their team.

The successful candidate will support the sales and giving of advice to private clients, all system-based administration and client liaison work in connection with any private client product sales.

Main Duties:

• To provide support services for all client sales made by the Directors, to ensure 100% compliance with the FCA regulations on the conduct of business and 100% compliance with the company's internal administrative requirements.

• To support the Directors in their advisory work with clients, including the collation of information, the obtaining of illustrations, the production of standard letters to clients and providers.

• Provide accurate and efficient administration of both paper and system based records, including email.

• Production of standard Intelliflo report, including the scanning and documenting of these in paper and system form.

• The accurate maintenance of filing of client records.

• Production of reports and quarterly product/fund research reports. • Inputting, processing, resolving queries relating to all aspects of unit prices/administration of client’s investments and portfolio.

• Printing and reconciling valuations on Intelliflo and updating the system as required.

• Dealing with internal and external telephone enquiries.

Requirements:

• Should be FPC, or equivalent, qualified. Word, Excel and Intelliflo and excellent inter personal and communication skills.

• Ideally, should be working toward diploma level.

If you would like to apply for this vacancy please contact Ella Britton

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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex
SS7 2BY

Telephone: 01702 713739 | info@coastsr.co.uk

Surrey Branch:
Aqua House
30 – 32 High Street
Epsom
Surrey
KT19 8AH

Telephone: 01372 738020 | info@coastsr.co.uk

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