Investment and Pension Administrator

Reference: AL1291

Investment and Pension Administrator

South Leicestershire

Salary c£22,000 – £30,000 dep on exp plus benefits

Monday to Friday 9.00 am – 5.00 pm

(our ref AL1291)


My client is an established Independent Wealth Management organisation and they are now looking to appoint an Investment and Pension Administrator.  With experience and a genuine interest in the Investments, Pensions or the Wealth Management Industry, you will join an existing team of like-minded individuals.


Job Purpose:


To provide administrative support to Advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.


Duties and Responsibilities:


  • To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction.
  • To carry out various research activities to assist in the advice process with clients.
  • To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.
  • To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g. The company Client Management System)
  • To manage the process of distributing customers’ letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.
  • To undertake general administrative duties (e.g. scanning, filing, preparing letters, telephone calls etc) to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance.
  • To generate client facing documents in order to complete the advice process.
  • To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained.
  • To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively.



Qualifications, Knowledge and Experience



  • Knowledge and experience of using computers and a variety of general software packages – the role demands a high degree of IT literacy
  • Knowledge and understanding of the pensions and investment sector
  • Self-motivated and willingness to learn in a fast-paced environment
  • Enthusiastic and inspiring character
  • Excellent organisational skills
  • Have the ability to work under pressure in a busy department



  • CII Level 3 Certificate or Level 4 Diploma (although not essential)


If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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