Pension and Investment Administrator

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 …