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Pension and Investment Administrator - UK - Glasgow - Maxim 8

Pension and Investment Administrator

Location: Maxim Park @ Euro Central

Start date: 8th July 2024

Starting salary from £24,200 plus additional benefits …

(Our standard full-time contracts are for 35 hours per week however we do have other options which include 40hrs at £27,657 and also part time working).

Location: this role will offer hybrid working between our Maxim Park office at Euro Central and working from home.

Please note this is not a fully remote role - Minimum requirement of 2 days working in the office per week.

Aviva introduced “smart-working” in 2020 and encourage flexible working; however, the successful post-holder will ideally need to be based within an hour’s commutable distance from our Maxim Park office, as training and your role will be a mix of office-based work and home working (this will be agreed with your manager dependent on the role).

Are you someone who has excellent organisational, administration and customer service skills, who also currently have (or have an interest in gaining), an understanding of Pension, ISA and Investment Portfolio products.  This role will give you the opportunity to gain an understanding of the complex nature of our products, plus you will gain insight into the regulatory aspects of our Savings and Retirement business (i.e., exposure to working towards HMRC and Financial Conduct Authority (FCA) rules). If you have these skills, we have fantastic opportunities as a Pension and Investment Administrator in our Platform area, where you will be part of a fast-paced team within an ever-evolving environment.

A bit about the job:

This is predominantly an admin-based role with an element of making/taking phone calls after processing knowledge has been obtained. As a Pension and Investment Administrator, you will be responsible for processing all customer and IFA requests that are received via post, email, phone and reports. You will ensure you exceed required service levels within a controlled environment, whilst always adhering to regulatory and client requirements!

Skills and experience we’re looking for:

  • Ability to work at a fast pace and with high volumes whilst maintaining accuracy and attention to detail.
  • Excellent communication skills (both written and verbal) and relationship building with customers and colleagues.
  • Ability to follow processes and procedures, to manage your own workload effectively and identify opportunities for improvement.
  • Good working knowledge of Microsoft applications, particularly Excel and OneNote
  • Experience within a financial services environment is essential, ideally with a good understanding of our Pension and Investment products.

Please note this job role is not sponsorable under the Home Office points based system.

What you’ll get for this role: 

Our purpose - with you today, for a better tomorrow – is a promise we make to our colleagues too.  And one of the ways we live up to that promise is by investing in you.  We have so much to offer when it comes to being an Aviva colleague.  

  • Generous pension (starting level Aviva contributes 8% when you contribute 2%)
  • Competitive salary with excellent benefits package
  • Bonus opportunity – actual amount depends on your performance and Aviva’s. 
  • 25 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days 
  • Make your money go further - Up to 40% discount on Aviva products & other retailer discounts 
  • Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme 
  • Brilliantly supportive policies including parental and carer’s leave  
  • Flexible benefits to suit you, including sustainability options such electric cars and cycle to work  
  • Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others 
  • We take your wellbeing seriously with lots of support and tools 

Aviva is for everyone:

We are inclusive and welcome everyone – we want applications from people with diverse backgrounds and experiences.

Excited but not sure you tick every box? Research tells us that women, particularly, feel this way.  So, regardless of gender, why not apply. And if you’re in a job share just apply as a pair. We flex locations, hours and working patterns to suit our customers, business, and you.

Most of our people are smart working –spending around 50% of their time in our offices every week - combining the benefits of flexibility with time together with colleagues.

On top of the nitty-gritty, we also give our colleagues the chance to be themselves. We’re proud to be different, so we want you to bring your whole self to work.

To find out more about working at Aviva take a look here

We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you. We’d love it if you could submit your application online.

If you require an alternative method of applying, please give send an email to audrey.macdonald@aviva.com 

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Job Profile

Regions

Europe

Countries

United Kingdom

Benefits/Perks

25 days holiday plus bank holidays 3 paid volunteering days Bonus opportunity Competitive salary Discounts on Aviva products Flexible benefits Matching Share Plan Parental and carer’s leave Pension contribution Up to 40% discount on Aviva products

Skills

Administration Customer service Financial Services Microsoft Excel

Tasks
  • Build relationships with customers and colleagues
  • Follow processes and procedures
  • Maintain accuracy and attention to detail
  • Manage workload effectively
  • Process customer and IFA requests
Restrictions

Not fully remote - Minimum 2 days in the office per week

Timezones

Europe/London UTC+0