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Pensions and Investments Administrator

Stockport, Greater Manchester

Office Hours with early finish Friday (OR Part Time Hours)

Salary Neg depending on experience.

Up to £34,000 + benefits

We are on the hunt for an experienced administrator who has come from a financial background to join a successful and established wealth management business. The ideal candidate will have come from FCA regulated background within the finance field and ideally from a wealth management, pensions or investments.

The role is strictly an administration role however you will be building relationships with company clients due to the nature of the role.

Duties: -

· Dealing with pre-screen client packs

· Return fact find and add onto systems.

· Deal with any letter of authority

· Collate information & logging

· Update clients by phone & email

· Dealing with confidential information and following compliances

· Supporting a board of directors on a day to day basis

Benefits:-

· Bonus

· Free parking

· Early finish Friday

· Nice working culture

· Relaxed environment

Interviewing now