Job Opportunities API

Salary: £30,000 – £40,000 Overview: We’re seeking a dedicated and experienced Pension and Investment Administrator & Researcher to join a reputable Chartered Financial Planning firm in Hailsham. This role will involve providing essential administrative support and conducting research to assist our financial planning team in delivering exceptional client service. Responsibilities: • Pension Administration: • Process pension transfers, switches, and retirements. • Update client records and maintain accurate pension information. • Prepare and submit pension-related paperwork to providers. • Respond to client inquiries and provide guidance on pension options. • Investment Administration: • Manage investment portfolios, including rebalancing and fund switching. • Prepare investment reports and performance analysis. • Assist with the onboarding of new investment clients. • Monitor investment markets and identify potential opportunities. • Research: • Conduct research on investment products, market trends, and regulatory changes. • Prepare research reports and presentations to support the financial planning team. • Assist with the development of investment strategies. • Client Service: • Provide excellent customer service to clients, ensuring their needs are met promptly and efficiently. • Respond to client inquiries and resolve issues in a timely manner. Requirements: • Proven experience in pension and investment administration. • Strong understanding of pension and investment products, regulations, and tax implications. • Excellent organizational and time management skills. • Attention to detail and accuracy. • Proficiency in Microsoft Office Suite, including Excel. • A Level 4 qualification in financial services (or equivalent) is preferred but not essential. Benefits: • Competitive salary and benefits package. • Opportunities for professional development and career advancement. • Work within a supportive and collaborative team environment. • Join a reputable Chartered Wealth Management firm. Contact: Bryn McMillan Managing Director BDM Recruitment Call me on 0777 9523541 or email me at [email protected] or Register Here. Add To Job Basket Ready In Job Basket Apply For This Job View on Maps Tags: Additional Keywords, Administrative Support, BDM Recruitment, Career Opportunities, Chartered Wealth Management, Client Service, Customer Service, Financial Advisor, Financial Analysis, Financial Planning, Financial Services, Hailsham Jobs, Investment Portfolio Management, Investment Research, Investment Strategy, Job Vacancy, Level 4 Qualification, Market Analysis, Microsoft Office, Pension Administration, Pension Switches, Pension Transfers, Pensions and Investment Administrator, Regulatory Compliance, Research Analyst, Retirement Planning, Specific Skills and Qualifications, Wealth Management Join Our Free Newsletter Duis imperdiet ut velit eu bibendum. Curabitur ut ante placerat diam mattis ultrices eget at odio. Etiam et tortor eget neque facilisis dignissim. Maecenas eleifend condimentum efficitur.