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Private Pensions & Wealth Management Administrator

Job Posted: 4 minutes ago

Salary: £ 29,000 - 40,000 / Annum
Job Type: Permanent
Location: Milton Keynes, Buckinghamshire

Expire in: a month

Job Description

Looking for a fool-proof amazing career path? Have a read....

If you are looking to work for a company that invests in its teams development, as well as to be recognised as one of the best in the UK at what they do, and if you are a solid, experienced administrator ideally in the world of finance, investments, mortgage or related sector, then this may be worth a read!

Role: PPensions & Wealth Management Administrator

Location: Milton Keynes

Salary: circa £29,000 - £40,000 depending on experience and qualifications - you could be a grad with a few months experience to someone with a few years experience in a related role, to a fully fledged sector ecperienced person - just send your cv if you can answer yes :)

Benefits: pension
28 days holiday (inc bank holidays) PLUS Christmas and New Year closure
parking
Continuous development sponsored and a bonus paid at exams passed (great future proof career path in Financial services potentially!)
employee recognition awards
Friday breakfast club
Fab Festive team events
and lots more!

Hours: worked Monday to Friday 8.00- 5.00pm (early finish on a Friday to start the weekend! (37.5hrs per week)

Overview
you will have responsibility for the continued relationship building and care for a portfolio of clients, supporting the financial advisers in looking after the clients needs. You will provide excellent, ongoing non-advised service and help the team and brand maintain a very high client satisfaction it is renowned for, maintaining the status of being one of the top Financial Services companies in Buckinghamshire and listed in the Financial Times.

You will be part of a UK award winning team!

Key Duties & Responsibilities

Take responsibility for a portfolio of clients, performing tasks such as:

  * Creating Annual Review Reports accurately and in a timely manner

  * Creating Porfolio Valuation reports

  * Perform fund switches as requested by clients

  * Maintaining regular contact with clients via phone calls, email and letters to ensure great client support and service, building trusted, valued relationships

  * Sitting on the Financial Adviser client meetings, taking detailed notes as well as actioning any agreed outcomes, updating client fact-find and client notes.

  * Dealing with client queries

  * Build a strong, friendly, professional relationship with clients

  * Attend networking events to raise the profile of the business.

  * Assist with general office duties as required by all of the team- this includes things from making the tea, to emptying the bins, to loading the dishwasher - it's a teamwork thing :)

Attributes & Skills Required

  * You need to be someone who is experienced at working within defined business process and take on responsibility, using common sense and initiative

  * Ability to achieve agreed outcomes using your initiative and common sense

  * Ability to plan your daily/weekly workload, prioritising effectively

  * Great attention to Detail and accuracy is absolutely essential - its peoples pensions

  * Organised, methodical and process driven

  * Maintaining confidentiality and professionalism at all times

  * Proactive and forward thinking - not just reacting but being proactive

  * A teamplayer, supporting and assisting as required for great teamwork

  * Ability to learn and develop as you will be required to take the required exams and if you wish, to continue developing your career into the world of Financial services - your future career invested in and paid for by the company and a bonus for passing the exam!

  * Well spoken with excellent English communication skills, spoken and written

  * Good grammar, spelling and punctuation is a must to create legal documents

  * A professional outlook in the way you work and present yourself to your peers and clients

  * Good IT skills

  * Good keyboard skills

  * Good notetaking ability to take notes in meetings

  * A solid, stable career history

  * Driver to attend networking events and possibly visit other offices in the portfolio

  * Minimum of 5 GCSEs passes inc Maths and English (level 6+/ C)

  * Full rights to work/reside in the UK

  * the ability to pass a Financial Services check (DBS and credit check)

Ideally, you will have previous financial sector experience such as banking, pensions, mortgage industries.

This is truly a great opportunity for the right person with an almost fool-proof career path if you have the right attitude, motivation, people skills and attributes.

If this is you, then please send your CV to us now. If you do not hear back within 5 working days, you will not have been shortlisted on this occasion. Thank you for your interest

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Private Pensions & Wealth Management Administrator job near me in Milton Keynes, Buckinghamshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!