We are looking for an Administrator

Lewis’ is a well-established and growing firm that is looking for a motivated, diligent, and experienced Administrator to join their team. Within this role you will join the team assisting The Lewis Workplace Pension Trust (TLWPT) Line Manager to provide support to the Financial Advisers and Paraplanners to deliver a high standard of service.

Duties and responsibilities will include but not be limited to:

  • Assisting the Financial Advisers with all aspects of Financial Services Administration. Using electronic database (IRESS/XPlan)
  • Dealing with client or provider queries promptly via telephone and email
  • Update and maintain back-office systems and client files
  • Process and deal with new business to internal SLA deadlines
  • Processing changes and amendments to client pension investment choices
  • Deal with all incoming and outgoing post and wherever necessary in the general administrative functions needed to further the company’s development
  • Liaise with Clients, Providers, and Advisers
  • Process post meeting pack and update information
  • Prepare correspondence in a style matching the general standards of the company and to perform as required by the company general secretarial duties and all financial based administrative functions
  • Keep accurate and timely records of all communication with clients and product providers
  • General administrative duties
  • In the absence of the receptionist to provide reception cover welcoming clients and visitors to the office

Skills and experience needed:

  • Previous Pension Administration experience within an IFA is desirable
  • Understanding of financial planning process and products would be advantageous
  • IT literate with experience in Microsoft office. Experience with IRESS/XPlan desirable
  • Team player, with the ability to work and communicate effectively
  • High level communication skills both written and verbal
  • A solution focused approach to work
  • Ability to adapt to changing and challenging circumstances
  • Previous experience and knowledge of Financial Services specifically within pensions or protection policies would be advantageous

Benefits and information

  • Salary dependant on experience
  • Working hours Monday to Friday 9am to 5:00pm
  • 22 days holiday plus bank holidays – rising to 26 days dependent upon length of service

How to apply

To apply, please submit a copy of your current cv to Kerry Darville at kdarville@lewisinvestment.co.uk.

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