Pensions & Investments Administrator

Location: Burnley Area / Two days WFH

Salary: Up to £30,000

Are you an experienced Financial Services Administrator looking to join a supportive and growing team? This is an excellent opportunity to play a key role in supporting Financial Advisers while delivering a first-class service to clients.

Benefits

• Life insurance
• Company pension
• Free onsite parking
• Company events
• Supportive team environment

The Role

As a Pensions & Investments Administrator, you will provide essential support to Advisers, helping to ensure clients receive a seamless and professional experience. This is a varied role where organisation, attention to detail, and client service are key.

Key Responsibilities

• Acting as a point of contact for clients via phone, video, and face-to-face interactions
• Responding to client queries in a professional and timely manner
• Providing administrative support to Advisers and the wider office
• Preparing and coordinating Annual Reviews
• Drafting correspondence to clients and providers
• Ensuring all client files and systems are accurate and fully compliant
• Supporting Paraplanners and assisting with wider team tasks
• Processing new business applications and managing existing client requests
• Preparing new client packs and documentation
• Collating plan information from new enquiries
• Managing Adviser diaries, including scheduling and logistics
• Maintaining and updating client records on internal systems
• Using platforms such as XPLAN, Dynamic Planner, and provider portals

About You

• Minimum 2 years’ experience in Financial Services administration
• Proven experience in pensions administration
• Strong knowledge of pensions and investment products
• Excellent organisational skills and attention to detail
• Confident communicator with a professional manner
• Ability to manage multiple tasks and deadlines effectively
• Comfortable using back-office systems and Microsoft Office

Why Apply?

This is a fantastic opportunity to join a well-established firm where you’ll be a valued part of the team. You’ll gain exposure to a wide range of financial planning processes while working in a collaborative and professional environment.

Apply today via NJR Recruitment or call quoting the reference NJR16572

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.