Pension and Investment Administrator

Pension and Investment Administrator . Location: Tamworth, West Midlands Position: Full-Time | Office-Based Salary: 24,000 30,000 (dependent on experience) Working Hours: 8:30am 4:30pm Monday Friday (with an hours lunch) Benefits: 23 days annual leave plus 2 days off over Christmas and Bank Holidays, Auto Enrolment Pension, Excellent on-the-job training, free car parking. A well-established and highly respected independent financial advisory firm in the West Midlands is seeking a Pension and Investment Administrator to join their friendly and welcoming team in Tamworth. This is an excellent opportunity to become part of a successful practice with a strong local reputation, offering long-term career development within a supportive environment. The Role As a Pensions and Investment Administrator, you will provide comprehensive administrative support to a team of Financial Advisers, ensuring a smooth and efficient client experience. Key Responsibilities: Providing administrative support to Financial Advisers Managing new business administration Adding and scanning documentation onto the back-office system Processing adviser and provider documentation Preparing client correspondence Maintaining accurate back-office systems and client records Skills & Experience: The ideal candidate will have experience within Financial Services and demonstrate strong organisational and communication skills. Suitable backgrounds may include: Current product provider experience (must include pensions and investments). Adviser Client Support Mortgage Administration Confidence working both independently and as part of a team Professional and clear communication skills If you are looking to build your career within a reputable financial advisory firm that values teamwork, professionalism and development, we would love to hear from you. current product provider experience (must include pensions and investments) as just mortgage and protection experience is not suitable for this role. TPBN1_UKTJ

Created: 2026-04-10