ISA and Pensions Analyst - Redmayne Bentley : Job Details

ISA and Pensions Analyst

Leeds

£25,000 - £30,000

Our ISA and Pensions Analysts are responsible for the maintenance and administration of all our Individual Savings Accounts (ISAs) and pension portfolios.

This will involve checking and processing records on our bespoke systems and spreadsheets and ensuring all actions are completed within our agreed deadlines.

You will be checking documentation and records to ensure compliance with regulations as well as assisting with any audits and reporting requirements.

This is not a client-facing role, your main contact will be with other department colleagues for any possible queries.

What we’re looking for

For entry-level applicants:

• Previous administrative experience, ideally within financial services or another regulated industry.
• Excellent attention to detail.
• Confident user of IT systems, particularly Microsoft Excel.
• Confident working independently and as part of a team.
• Excellent time management skills.

For experienced applicants:

• Strong knowledge of pensions & ISA regulations.
• Previous experience within a similar role.

What does the future look like?

Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex processing and tasks.Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do.

Typically, our administrators would start on the Level 3 Investment Operations Certificate, which provides them with a deep understanding of our industry, FCA regulations and how our firm operates. This can then act as a pathway to further qualifications, such as the Level 4 Investment Advice Diploma.