Investments & Pensions Administrator

IFA Administrator - Leicester, East Midlands

Ref: 1533Friday 12 April 2024

£25,000 - £30,000

Job Description:

Are you an experienced Investments & Pensions Administrator seeking an exciting opportunity to join a prestigious financial services firm? Our client, a renowned leader in the industry, is currently looking for a skilled professional to join their team. As an Investments & Pensions Administrator, you will play a crucial role in providing administrative support to the firm's advisers, ensuring exceptional customer service and compliance with regulatory standards.


Key responsibilities include:

  • Obtaining current fund values for investments and generating client reports.
  • Conducting research activities to assist in the advisory process.
  • Supporting the production of pensions, life, and investments valuations and quotes.
  • Contributing to organizational efficiency by introducing new procedures and leveraging resources effectively.
  • Managing the distribution of customers’ letters of authority to ensure regulatory compliance.
  • Undertaking general administrative duties to meet deadlines and regulatory requirements.
  • Generating client-facing documents to facilitate the advice process.
  • Managing platform funds to meet customer requirements.


Qualifications, Knowledge, and Experience:



  • Strong organizational skills.
  • Proficiency in using computers and various general software packages.
  • Ability to work under deadlines and manage own workloads effectively.


  • Experience in pensions and/or investments administration.
  • Knowledge of specific industry products and practices.
  • Possession of CII Level 3 Certificate or Level 4 Diploma (preferred but not essential).


Why Apply:

  • Join a prestigious financial services firm with a reputation for excellence.
  • Competitive salary and benefits package.
  • Opportunity for professional growth and development.
  • Collaborative and supportive work environment.

How to Apply:

If you're ready to take the next step in your career as an Investments & Pensions Administrator, we want to hear from you!


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