ISA/ Pensions Administrator

  • Job Reference: 473419251-2
  • Date Posted: 15 January 2022
  • Recruiter: May & Stephens
  • Location: London
  • Salary: £26,000 to £29,000
  • Sector: Administration
  • Job Type: Permanent

Job Description

Our client, a top UK accountancy firm, is seeking an ISA/ Pensions Administrator to join their London team.

As an ISA/ Pensions Administrator you will provide efficient private client and corporate administration support to advisers and clients.

Amongst the responsibilities of the ISA/ Pensions Administrator will be:
*Processing of new business and documentation
*Ownership of full life cycle of transacted business
*Preparing for client appointments including collation of meeting packs, obtaining quotations, illustrations
*Point of contact for clients, to liaise on behalf of appointed advisers
*Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date
*Producing ad-hoc client valuations
*Dealing with adviser charge, fees and commission enquiries.
*Answering the telephone in a timely manner and dealing with incoming enquiries and taking the appropriate action
*Meet and greet clients - arranging refreshments and catering when applicable.
*Maintaining the booking of the meeting room ensuring the diary is kept up to date and visitor parking allocated
*Dealing with incoming and outgoing post
*Maintain a comprehensive electronic client filing system

ISA/ Pensions Administrator - what we're looking for:
*Experience within an administration role, within the financial services industry.
*5 GSCEs or equivalent. A-level / BTEC National qualifications desirable
*Good communication skills, both oral and written.
*Good knowledge of Microsoft Office.
*Strong planning and organisational skills, having the ability to organise and prioritise workloads.
*Accuracy and attention to detail are key.
*Ability to identify process improvements and greater efficiencies.

ISA/ Pensions Administrator - what's in it for you?
The chance to work for a rapidly growing firm with plenty of opportunity for development and a fantastic company culture.

May & Stephens Ltd is acting as an Employment Agency in relation to this vacancy.