Pension and Investment Administrator

Location:
Maxim Park @ Euro Central

Have you got a passion for Pensions and Investments? Do you love to help others? Do you thrive at the thought of a challenge? This could be the role for you.

Contract and benefits:

Our standard full-time contracts are for 35 hours per week (with options for part time working); we also offer a 40-hour contract which has an enhanced salary. We also provide a range of benefits alongside our competitive salary, including a generous holiday allocation with the chance to buy and sell, private medical insurance for all staff and the option to help save with our SAYE scheme.

Working location:

This is not a fully remote role - as this is a hybrid role, at least 50% of your time will be spent working at the Maxim Park office per week. The successful post-holder will ideally need to be based within an hour’s commutable distance from the 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).

In Maxim Park you have the ability to benefit from the facilities such as free parking, onsite coffee shops and a gym (which is subject to charge).

Are you someone who has excellent organisational, administration and customer service skills, who also has (or has 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.

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!

• 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 One Note.
• Previous experience in an administrative and/or customer service/financial services role.

• Bonus opportunity 6% of annual salary. Actual amount depends on your performance and Aviva’s.
• Generous pension scheme – Aviva will contribute up to 14%, depending on what you put in.
• 25 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days.
• Aviva-funded Private Medical Benefit to help you get expert support when you need it.
• Up to 40% discount on Aviva products, and other retailer discounts.
• Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme.
• Brilliantly supportive policies including parental and carer’s leave.
• Flexible benefits to suit you, including sustainability options such as cycle to work.
• Make your money go further – use your 3 paid volunteering days to help others.
• We take your wellbeing seriously with lots of support and tools.

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares. We flex locations, hours and working patterns to suit our customers, business, and you.

Most of our people are smart working – spending at least 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.