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PREMIER PLUS is looking for employees for positions:
pensions administrator
pensions administrator
paraplanner
Working hours
full-time
Responsibility
your role will involve liaising with clients, financial advisors and internal teams to ensure accurate and compliant management of client assets
provide general administrative support to the pensions and investments advisers and paraplanners
process pension and investment applications, withdrawals, transfers and other related transactions
prepare client packs for annual reviews and timely processing of any requirements from returned packs
communicate with clients, financial advisers and providers to enable timely responses to their enquiries
as a Pensions and Investments Administrator, you will play a crucial role in a local independent financial advisers by managing and administering various aspects of pension schemes and investment accounts
maintain a good understanding of relevant industry regulations and compliance requirements
your attention to detail, analytical skills and ability to communicate effectively will contribute to the smooth operation of pension and investment processes
Salary
salary
Requirements
strong attention to detail and analytical skills
excellent written and verbal communication abilities
basic understanding of financial markets and interest in investment products and pension schemes
ability to work independently and as part of a team
strong organisational skills with the ability to manage multiple tasks simultaneously
prior experience in a financial services or an administrative role is desired
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