Quai Digital
Pensions & Investment Associate
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Pensions & Investment Associate
Pensions & Investment Associate
📍 Location: Peterborough (Quai Digital, Innovation Way, PE2 6FL) 💼 Job Type: Permanent, Full-time (35 hours per week, Monday–Friday, 9:00am–5:00pm) 💰 Salary: £24,000–£26,000 per annum, depending on experience
About the Role
We're looking for a highly organised and detail-focused Pensions & Investment Associate to join our growing Operations team.
In this role, you'll be responsible for processing pension and investment administration across a range of retail financial products, including supporting clients and advisers, managing queries, and ensuring work is completed accurately within service level agreements.
Responsibilities
- Processing and checking pension and investment administration for:
- SIPP
- Personal Pension (PP)
- ISA
- GIA
- LISA
- Responding to client, adviser, and provider queries via email
- Managing shared mailboxes and daily administrative tasks
- Maintaining excellent attention to detail while meeting SLAs
- Supporting process improvements and documenting procedures
- Assisting with:
- Onboarding
- Projects
- Wider operational activities
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Requirements
Core Skills & Qualifications
- Strong administration and organisational skills
- Excellent attention to detail
- Outstanding written and verbal communication skills
- A customer-focused approach
- Good Microsoft Office skills, particularly Excel
- The ability to work effectively in a busy, fast-paced environment
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Desirable (Not Essential)
- Experience with retail financial products such as:
- SIPP
- ISA
- GIA
- LISA
- Personal Pensions
- Previous pension or investment administration experience
- A pension administration qualification
Company Ethos
At Quai, we value diversity, inclusion, and collaboration. We welcome applications from people of all backgrounds and are committed to creating an environment where everyone can thrive.
Career Opportunity
If you're looking to develop your career in financial services with a supportive and growing team, we’d love to hear from you.
How to Apply
Send your CV and a covering letter to David Smith, Head of People & Workplace Services, at david.smith@quai-digital.co.uk.
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