Due to continued expansion, we are currently looking for a research administrator to join our existing para-planning team. The successful candidate(s) will provide research support to the team of para-planners and they will liaise with product providers, scheme administrators, employers etc to ensure successful business outcomes.  

The role will require the candidate to have a good telephone manner and sound numeracy and literacy skills together with a clear attention for detail as they will be collating and preparing important data/information in support of tailored client advice and suitability reporting.  

Responsibilities

  • Contact clients and product providers/employers to obtain research data for suitability analysis.

  • Accurately maintain and update internal business back office systems to ensure data integrity.

  • Progress unit tasks/instructions efficiently and effectively within agreed service levels. 

  • Work constructively with other departments/personnel to maintain good working relationships.

  • Maintain internal record keeping and management reporting systems

  • Ensure departmental compliance standards are adhered to and effectively recorded.  

Employed Package

  • Basic Salary (negotiable dependent on skills and experience)

  • Employer Pension Contribution (5% of Basic Salary)

  • Death in Service (4 x Salary)

  • Ongoing Work Related Study Support 

  • 25 Days Holiday + Bank Holidays

  • Flexitime Working (Core Hours: 10am - 2.30pm)

Skills & Knowledge Required

  • Working knowledge of Microsoft Office programmes

  • Proficient typing and data entry skills

  • Attention to detail and quality driven work ethic
  • Working knowledge of the financial service industry (not essential but preferable)

  • Good telephone manner, literacy, numeracy and communication skills

  • Ability to work on own or as part of a team 

If you think you have the required experience and would like to be part of our successful team and in a stimulating working environment; please apply below and attach a copy of your CV.

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