Pensions and Investments Administrator

Pensions and Investments Administrator Warrington Area - Onsite Parking Hybrid working after 12 months Salary 28,500 - £30,000 An established financial services practice based in Warrington is looking to recruit a Pensions and Investments Administrator to support its Adviser team and contribute to the smooth day-to-day running of the business. This is an excellent opportunity for someone who enjoys working in a structured, client-focused environment and takes pride in accuracy, organisation and delivering high-quality support. The Role Reporting to the Practice Manager, you will play a key role in requesting, tracking and collating policy information on behalf of the Adviser team. You will also support the wider practice in meeting regulatory requirements and achieving its overall business objectives. Key Responsibilities Supporting the Adviser and Practice Management " Manage letters of authority and policy information requests efficiently " Track policy requests and provide regular updates to Advisers " Communicate effectively with clients, providers and third parties " Collate and provide complete and accurate policy information within agreed timescales " Liaise with the paraplanning team to ensure all required data is provided " Support general office requirements as directed Gathering and Managing Information " Issue letters of authority promptly to providers " Request, chase and collate policy information " Ensure all policy data is accurate, complete and compliant ..... full job details .....