Location York
Discipline: Office Support & Sales
Job type: Permanent
Salary: £24,000 - £28,000
Contact name: Nicola Walker

Contact email:
Job ref: 22217
Published: about 1 month ago

​We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants. This role would be suitable for someone with IFA/Pensions/Finance/Banking/Legal background, however not required.

Duties & Responsibilities:

The role covers a wide range of general administration, but not limited to, the following:

  • Fielding of client calls/emails to relevant Client Manager/Consultant.

  • General post/email scanning and filing to document systems.

  • Banking documentation prep- applications, mandate updates.

  • Investment documentation prep- applications, top up, encashments.

  • Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence.

  • Scheme payments - issue of instructions to clients and submission to bank.

  • Payroll - preparation of bank files and issue of payslips, P60 issuing.

  • Property Management - issuing of invoices to Tenants and reconciliations.

  • Client Reports – initial preparation and issuing to clients.

  • Issuing client documentation and monitoring for return.

  • Ensuring accurate records are maintained on back office systems.

  • Project admin support - client mailings/mail merges.

Key Skills/Requirements:

  • Pensions experience not required but may suit those with experience in Financial Services.

  • Good communication skills.

  • Ability to self-organise and work under own initiative.

They are offering competitive compensation based on experience.

For more information, please speak to Nicola Walker at Si Recruitment